Skip to Content
0
Former Member
Nov 30, 2011 at 11:44 AM

Action Profile

40 Views

Hi Experts,

I have one scenario in action profiles.

Basically when IC Agent creates any CRM Transaction like quotation, sales orders etc..in CRM system, these transactions will go to the sales manager or sales executive for further processing

i.e.these transaction should appear sales manager or sales executive HOME work center as a open tasks so that whenever the sales manager or sales executive opens the web ui screen by using the sales professional role these transactions should come as a open tasks in the home work center.

Can any one help me how to make the settings in the action profiles for the above scenario.

Thanks in advance

Regards

Nagaraju