append employee number and copy from company over to lead

[SSaiyed]

What should be the workflow to append employee number and copy from company over to lead ?

[Bryantworks · Accepted solution]

Hey @SSaiyed,

You'll want to make a Company based workflow like so:

You'll want to make sure that enrollment is on as well to update all contacts at the company when they come in.  I use both properties so that if the company is updated it'll update all contacts as well as updating anytime a new contact is associated.  

Hope this helps!