CRM On Demand - Administration (MOSC)

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Workflow: Lead Reassignment Notification

edited Mar 1, 2013 10:21AM in CRM On Demand - Administration (MOSC) 7 commentsAnswered
Need some help creating a workflow.

Scenario:  Current owner of Lead wants to reassign Lead to another user in the system.  He selects user (new Owner) in CRMoD and reassigns to him/her.  The new Owner gets a notification of the reassignment. 

We currenlty have a workflow that will send a notification if a Lead has been modified as: JoinFieldValue('<User>',[<OwnerId>],'<Division>') = 'Sales' AND ([<OwnerId>]<>LoginId())

This will work as the existing owner reassigns to new owner "when modified record saved" and the new owner receives a notification but the new owner will also receive notification is ANY modification is made to the record.  I just want a notification to be sent on a record reassignement (on ownership).  Is this possible?

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