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How to change workspace in BUI?

Accepted answer


In our lead review workflow, we have one workspace for un-qualified leads containing all of the info our inside sales team needs to either qualify or reject the leads.

Once they click the button to Verify, rules set the status which should then kick them into the qualified lead workflow (See below)

However, we are not getting the workspace to change when the field changes (or field changes + save). What steps are we missing?

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