JoinFieldValue from Account to Lead
Hi All,
I have searched the boards for this question and have come across some answers but the workflow still does not seem to be working for me. What I am trying to do is if there is no Account Phone # on the Lead detail when new record is saved, have the Account Main Phone pull onto the Lead and fill in that field.
This is what I am doing for my workflow:
Record Type: Lead
Trigger Event: When new record saved
Actions:
Wait: Today()
Update Value:
Field: Account Phone Number
Value: JoinFieldValue('<Account>',[<AccountId>],'<MainPhone>')
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