work flow task
work flow task
I am setting up a work flow task that will create a task for the sales manager when a new lead is created. Most of the settings in the work flow task work fine, but is there a way to populate the description of the task with a field from the lead? We want the description of the task to be the same as the description of the lead. That is how we do it now, just manually, I am trying to automate the process.