m1kkarol / ITShop

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[Salescloud] Lead process #30

Open m1kkarol opened 2 years ago

m1kkarol 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 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 changed to working.