Quantcast
Channel: CRM Development forum
Viewing all articles
Browse latest Browse all 9244

help and guidance on process

$
0
0

We are updating our crm on a daily basis. We are importing data to our 'accounts'. What I want to do is set the status of the imported (new) account based in an option value.  ie if the imported account is at cancelled status the set the account state to deactivate. does any one know of a tutorial that will help setting up this workflow ?  


Dont ask me .. i dont know


Viewing all articles
Browse latest Browse all 9244

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>