oct 27, 20179:15 AM - editado oct 27, 20179:16 AM
Participante
push properties to enter values if anybody change the life cycle stage
resolver
Hi
Is there any way to push the properties if anybody changes the lifecycle stage. For example, I am on company view and I am changing the lifecycle from MQL to SQL so as person change that property, push few mandatory properties which need to be in the system before changing that stage.
I know while creating deal you can but my concern is before that.
You can set what are the mandatory properties to be completed when first creating a contact, company or deal, but not trigger something like this based a property being updated.
The way around this is to create a workflow that sends an internal email to the account owner 'reminding' them to update the properties in question.
You can set what are the mandatory properties to be completed when first creating a contact, company or deal, but not trigger something like this based a property being updated.
The way around this is to create a workflow that sends an internal email to the account owner 'reminding' them to update the properties in question.