I'd like to create a workflow to allow auto-population of fields between Leads > Contacts > Accounts > Opportunities and Quotes/Orders. How? I'm not a developer...so laymen's terms!
Thanks,
Kathy T.
I'd like to create a workflow to allow auto-population of fields between Leads > Contacts > Accounts > Opportunities and Quotes/Orders. How? I'm not a developer...so laymen's terms!
Thanks,
Kathy T.