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I want to create a new module and associate it to the Leads and Accounts modules. Can the information from these modules be mapped to a new template?
I want to be automatically notified of idle records in CRM. Say, when a lead has remained in a particular state for over 14 days, an email should be automated to sales managers in CRM. Is this possible?
How many alerts, tasks and field updates can I associate to a workflow rule?
When my account is downgraded, what happens to the Scheduled Actions?
How many emails can be sent per day using the workflow alerts?
The existing alerts and tasks that I created are not listed when I try to associate them to a rule. Why?
What are Time-based Actions?
How can I disable workflow rules for Standard users?
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