Workflow – Phone Call Conversion of Lead to Opportunity Posted on CRM Team Blog


Jim Glass was nice enough to post a Workflow Post on the CRM Team Blog. Thanks Jim!

 

In case you haven’t figured it out, I am crazy about the Workflow in CRM 4.0…. I am pretty sure that we have just scratched the surface of what can be done with it by customers and partners.  If you are as lazy as I am, you can download this zip file here to test this out without rebuilding anything. 🙂

 

Happy Demo’s!

Ben

 

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Comments (1)

  1. When I attempt to publish the workflow “Create Opportunity from Lead” on a clean MS 4.0 VPC it errors out saying : (This workflow contains errors and cannot be published)

    Is there a fix for this?

    Thx CRM@RichardDennis.com