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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Creating a Workflow
I am trying to create a workflow that triggers an approval and an email if the prospect or a lead is moved into the customer category. Our lead has 4 categories, Prospects have 4 categories and the customer has 4 categories. I understand that the Record type has to be Customer (Prospect) but need to know if the event needs to be. Any help would be greatly appreciated
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