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Derek Bennett 5 Increment field by 1.....cross object
Hello Everyone
Can anyone help with this
I have two objects Leads(Standard), and Sales Quotes(Custom).
When the lead record has the status = "Quoted" I need a field called "Total Quotes" on the (Sales Quotes) Object to increase by +1, This field on the custom object will continuously increase by 1 everytime a lead record is placed in that status.
Ive built this in process builder(see screen shot), but the field "Total Quotes" does not update when a lead record is placed in "Quoted" status. Any advice
Can anyone help with this
I have two objects Leads(Standard), and Sales Quotes(Custom).
When the lead record has the status = "Quoted" I need a field called "Total Quotes" on the (Sales Quotes) Object to increase by +1, This field on the custom object will continuously increase by 1 everytime a lead record is placed in that status.
Ive built this in process builder(see screen shot), but the field "Total Quotes" does not update when a lead record is placed in "Quoted" status. Any advice