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Pankaj Parihar workflow on top account
hello
plz direct me with sutable workflow to this question.
1.The sales VP wants to know about any cases filed for top accounts, where top accounts are determined by size and revenue.
plz tell me all the steps.
plz direct me with sutable workflow to this question.
1.The sales VP wants to know about any cases filed for top accounts, where top accounts are determined by size and revenue.
plz tell me all the steps.
Create a workflow on Case. In criteria, select those accounts whose revenue exceed a certain amount. It's that simple.
If you're looking for a complete workflow rule, then it's not a good place. At least try a little and if stuck THAN ONLY this community help. Give it a try.
Thanks.