We are using CRM to identify the sequence of tasks in the sales process.
10. TI002 - Qualify Enquiry
20. TI003 - Prepare Quotation
30. TI004 - Authorise Quotation
40. TI005 - Send Quotation to Customer
50. TI006 - Follow up Quotation
70. TI007 - Enter Order Details
90. TI009 - Authorise Order Process
100. TI012 - Create SO and Acknowledge
There are a number of tasks where I will want to automatically set the task.othersalesrepcode = task.salesrepcode
This should be easy but I have tried all afternoon and cannot do it.
Can anyone help
Thanks in advance....
10. TI002 - Qualify Enquiry
20. TI003 - Prepare Quotation
30. TI004 - Authorise Quotation
40. TI005 - Send Quotation to Customer
50. TI006 - Follow up Quotation
70. TI007 - Enter Order Details
90. TI009 - Authorise Order Process
100. TI012 - Create SO and Acknowledge
There are a number of tasks where I will want to automatically set the task.othersalesrepcode = task.salesrepcode
This should be easy but I have tried all afternoon and cannot do it.
Can anyone help
Thanks in advance....