Joper322228 / CStore

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[Salescloud] Lead process #15

Open Joper322228 opened 2 years ago

Joper322228 commented 2 years ago

Lead has to have stages: New, Nurturing, Working, Converted. When Lead in stage new and stage is changed to nurturing email has be send to the Lead (Lightning email template with marketing materials and lightning Letter Head). There is new button on the Lead page Meeting. This button runs screen flow with three screens. First screen: meeting details ( who read only, meeting subject). Second screen: place and time. Third screen: summary screen. Event should be added to the Lead, and state of Lead should be change to working.