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Access Activties in Customer workflow

edited Jun 2, 2025 2:41PM in Ask A Guru 3 comments

Workflow

Record type: Customer

Subtype: Lead

Expected outcome: Whenever an event/phone call is created for a lead, it should automatically change the Lead's status from Qualified/Unqualified to In Discussion.

I'm trying to access the Communication>Activities>Event/Phone Call in the workflow, but it's not showing up and I cannot continue in creating the workflow.

Is there any way to access this? Or is there a better approach to achieve our desired outcome?

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