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hi
I need a big favor, I want to give 4 code to my customer when invoice is complete.
and I want to that 4 code become lead. how can I do it?????????
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You create workflows by going to the settings area of CRM. In there you will find an option called processes.
I have assumed you have admin access to your CRM system and will therefore have this option. If you haven't got the option you may need to speak to your systems administrator.
please give step by step answer
where can i create workflow, you said in setting but which tab
ok, if you haven't done a workflow before then this post might help you understand them.
It should be fairly easy to have a workflow that is triggered when the status of the invoice goes to complete. You would then add a step to create a lead.
thnks , but how can I do it? I never work with CRM
You could probably use a workflow that is triggered on complete of invoice to create the lead(s) that you need.
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