"In process" as automatic
hi,
can i ask about CRM Marketing,
1) How can i enable the system to automatically set to "In process" status:
Enter an actual start date and/or
Enter a completion rate < 100%
2) The system revokes the In process status automatically when:
One or both of the above conditions are no longer met
Enter an actual start and actual finish date and/or
Enter a degree of processing of 100% and/or
The Finished or Rejected status has been set
what configuration/coding is necessary?
Hi Noobie,
This can be done through Actions in CRM.
When the condition 'actual start date' is fulfilled the action scheduled will be
setting the status in process using the Actions wizard.
Obvoisly the second aspect is also under the scope of Actions.
Reward with points.
Cheers,
Muralidhar Prasad.C
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HaafizHaafiz wrote:
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