For example: Stage 0 to appear in new field if there are 0-3 activities, Stage 1 to appear if there are 4-10 activities, and so on. Have been told to create triggers or a flow. Has anyone had to create this and had some success? If getting the Stage name is too much of a strech than just being able to know the total of completed tasks and events on a Lead would be great.
Have been told to create triggers or a flow. Has anyone had to create this and had some success? If getting the Stage name is too much of a strech than just being able to know the total of completed tasks and events on a Lead would be great.