Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

Contract Upline Workflow HELP

$
0
0

Hi,

I'm trying to set up a workflow that will not allow a user to change an Agent's carrier if it does not match their Direct Upline.  I can't seem to find the correct steps to make this happen.

Thanks! 


Viewing all articles
Browse latest Browse all 82002

Latest Images

Trending Articles



Latest Images