CRM - Workflow Rules to be applied and work across modules
Hello,
It seems that you can't use workflow rules in CRM to work across modules, is this correct? I need a customer account status to be changed IF there have been no new deals or new quotes in the last 6 months. I can't see this is possible?
I can create a rule based on the quote module. I can create a rule based on the deal module. But I can't update or manage an account based on the activity in these 2 modules.
Surely workflow rules should work across modules as many modules are linked to a single record?
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