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Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!

Jamie O Green Ribbon

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  • I am looking for a way to do this via a workflow, but I am running into problems as the the sales team is a related list, and not the actual customer record. I'd still like to have a button generated by the workflow that accomplishes this instead of having to go into the sales team. Any thoughts on this?
    in Re-Assign single lead using territories Comment by Jamie O Feb 14, 2017 3:18PM