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Actions? Should i create one? How to?

Posted on by 1,255

Hi i'm thinking that maybe i need to create an action to have my request done...

Request: with the creation of each type activity related to a lead in CRM update a field on the lead to update the date of that last activity created... Easy way should be a WF on each activity record type (phonecall, taks, email,etc) but i think with actions i can do it better since i don't have to create a Workflow for each activity type, just one action, my problem is that i didnt understand well How actions works... In this case they trigger should be the activity creation... Anyone can give me some guidance with?

So many thanks in advance.

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    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at

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