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Bablu Capture the unqualified by and unqualification Date
When an agent changes the lead status to Unqualified we need to identify the Name of the user who changed the status to Unqualified and date also in two dieffernt fields (Unqualified by , Unquliafied date)
2 custom field :
1. Unqualified by : we need to disply the user name who unqulaified the Lead
2. Unqualified Date : We need to disply the date/time of the Unqualification
Thanks in advance.
Bablu
2 custom field :
1. Unqualified by : we need to disply the user name who unqulaified the Lead
2. Unqualified Date : We need to disply the date/time of the Unqualification
Thanks in advance.
Bablu
you can write a trigger on Lead and in that trigger you can find the current user name and current date time, which you can save in your two custom fields.
Please let me know if need more inputs.
Thanks,
Vishal
Can we write workflow rul with Field update instead ?
Yes it make sense to use workflow rule and we can achieve it using workflow rule.
Thanks,
Vishal