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author's profile photo Former Member
Former Member

lead management

how to check weather a lead haes been transfer to sales depatpent or not?

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 22, 2009 at 01:14 PM

    If you have used workflow for your process.

    Log on to WebUI-->Home. check for workflow task 'Create Opportunity or sales contract or sales order from Lead'.

    Execute this workflow task (double click) and choose create opportunity or sales contract or sales order.

    If this is not the answer your looking, please explain your scenario.

    Thanks

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