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Swapnil D
Create a process to auto update fields in a lead if another field value is True
I am trying to create a process through Process builder to update the following Fields if the field Future Interest = True:
Lead Disposition = Contacted DM
Outbound Disposition = Not Interested
Status = Nurture.
What I am trying to achieve is when a user marks Future interest as true I want these field to auto update to the above mentioned values.
Hope that your day is off to an amazing start. Below is a step by step guide on how to create the Process based on the criteria that you specified. Hope this helps and may God bless you abundantly.
Best Regards,
Anthony McDougald
All Answers
Hope that your day is off to an amazing start. Below is a step by step guide on how to create the Process based on the criteria that you specified. Hope this helps and may God bless you abundantly.
Best Regards,
Anthony McDougald
Thanks Anthony, this works perfectly. I Appreciate the quick response.
Thanks,
Swapnil Darekar