Modify Lead's custom field when certain Activity occurred
Here's what I want to do
When an Activity occurs, if its Type is equal to "Sales" then I want to update a custom field ("Sales Name") for the Lead that this Activity belongs to.
I'm thinking of doing this in a Workflow. Do you have any idea of how I can go about doing this or is this even possible using workflow?
Thanks
When an Activity occurs, if its Type is equal to "Sales" then I want to update a custom field ("Sales Name") for the Lead that this Activity belongs to.
I'm thinking of doing this in a Workflow. Do you have any idea of how I can go about doing this or is this even possible using workflow?
Thanks
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