I created a new lead process called "Sales Process" and assigned limited lead status picklist value. Sales Process is assigned to the new record type which is assigned to Sales profile.
When I log in as a sales guys and I create new lead I see the new lead process and shorter list for lead status.
When I edit the existing record list shown is still old one and long.
How do I implement a new lead process and record type for an existing one?
2 件の回答
Hi,
Thanks for your reply.
I not exactly understood, so I want when profile A
login they should see lead status as old long list
When profile ‘B’ sales team login they should see
new lead process( shorter lead status) on existing records.
