Progress Externally Imported leads in Customized Workflow

By | May 26, 2011

Sage CRM has provided an advance functionality of “Workflow” to configure the life line of an opportunity, lead or cases as per your business rule. As a part of workflow you can set stage and status of an opportunity or a case throughout its lifetime. The workflows can be created or edited by following the below path. Administration > Customization > Advanced Customization > Workflow.

In one of the requirements that we came across was to import the lead using the standard lead import. But the catch here was that the newly imported lead should be set to the first workflow stage. This does not seem to work by default. We analysed such lead records in database to find what’s going wrong and found that the workflow itself was not assigned for these leads. I came to know that the standard workflow for lead entity has been modified to the new one. Then I tried the same lead import functionality with standard workflow on and for imported leads it displayed new rule saying “Process Lead”. I suppose this the transitional rule for putting imported leads back in standard workflow. Well, then created same rule under customized workflow of Lead entity and enabled the same. After Process Led rule I put the workflow in New Lead stage and now I can pretty well progress workflow for imported leads also.

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