Hi Everyone,
My company is trying to restrict specific marketing accounts in the account module. Currently we are using a process definition to change the teams field in leads and contacts teams to marketing, when the account team is switched to marketing.
- Is it possible to use a bpm to change the email teams field to marketing when the account is switched to marketing?
So far I have tried using accounts as the target module to change the email teams field to marketing with no success.
Thanks for any ideas,
Kim