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Thread: Process Manager

  1. #1
    buldofer is offline Junior Member
    Join Date
    May 2009
    Posts
    2

    Default Process Manager


    The Process Manager does not work for me correctly.

    I created a Process
    (lead source = Email) -> stage --->>> task (create new task)--->assing usereter

    When creating a new lead with the source "Email" the process doesn´t created a my assigned task(user peter), the process create new task to the assigned Leads user.

    Please help me.

    Thank

  2. #2
    bconvis is offline Sugar Community Member
    Join Date
    Apr 2005
    Posts
    54

    Default Re: Process Manager

    Hi -
    You should post this question in the forums for Process Manager. If you setup a process with a filter field of lead_source = Email (don't put any quotes around Email) then create a stage and create a task, it should work just fine.

    Thanks
    Bill Convis

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