Is anyone using WF to track sales leads? Specifically a contact list? We'd love to be able to do this without having to have the Company Name be the Task and the Contact Name be the child task? | Community
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AmyLa
Level 2
May 13, 2020 7:20 PM UTC
Question

Is anyone using WF to track sales leads? Specifically a contact list? We'd love to be able to do this without having to have the Company Name be the Task and the Contact Name be the child task?

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    2 replies

    NRYNR
    Level 10
    May 13, 2020 8:44 PM UTC

    Hi Amy, how about setting the project as the company and the task as the contact?

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    AmyLaAuthor
    Level 2
    May 13, 2020 9:40 PM UTC

    Hi! We actually have several "leads" in one project...not enough activity at the lead level to warrant it's own project.

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