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Workflow to schedule phone calls?
I'm fairly new to workflows - basically I'm trying to automatically assign a phone call to the appropriate sales rep in 3 different scenarios:
1. when a new lead is created (is working)
2. when a new customer is created
3. when a new quote is created
Workflow #2 is not generating a phone call when a lead turns into a customer. It only works when a totally new customer is entered into the system.
For workflow #3 - When entering a new quote, the workflow does generate a phone call. However, I can't get the transaction ID (Quote #) to show on the phone call record - which is needed in order to attach the phone call to the quote record. I also cannot get the Company name to show on the phone call record.
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