Hello, I'm a SugarCRM Pro v5.2 user.
We're testing workflow, but having an issue in scheduling calls.
This is what I've done:
1. setup Process Workflow Tasks in scheduler (this is a SugarCE upgrade, and it wasn't there)
2. setup a new workflow named: webtolead
3. set it to trigger on a new type of lead; tested using ALERT, which worked
4. create new Action
Update field(s) in a related Call
Set Subject as Touch Base After Download
Set Description as
Set Assigned User as myuser
Set Team Id as
Set Duration Hours as
Set Duration Minutes as 15
Set Start Date as 0 hours from Triggered Date
Set Date End as
Set Status as Planned
Set Direction as Outbound
Yet, no call ever shows up relating to this Lead or my User (the 'myuser').
What am I doing wrong?
I thought I was following the docs, but I must have missed something.
Thanks!


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