Campaigns - Workflow and "Push to CRM option"
Hello,
I put in a workflow that goes from a signup from, to an automatic email, to an internal email. All good so far. After this, I would love to "push it to CRM".
But, when I try this, I can only choose one account, while i want to put it to a specific person's account.
When I try to skip this step by deleting it, (so I end on the internal notification email) I get the notion: "Please switch to multipurpose", while this is one of the End-of-workflow actions. This also happens when I try other stuff, like adding an extra "score based actions".
What am I missing here to make it work? And it is possible to more speciffically link the account of this other person?