Hello,
I created a series of tasks and even numbered them 1 - 5 to try to avoid them being out of order. No joy. How to I get them to show up in the correct order? Please advise.
Also - I used a lead source as a trigger for this workflow. I created a dummy lead to test and nothing happened. I have created this to help train new employees. How do I create an email trigger to go along with this? Please advise.
Thanks so much,
Susan Landreth