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SHIFTING OF A RECORD FROM ONE MODULE TO ANOTHER in X2CRM

shifting of record

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#1 Sunain

Sunain

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Posted 09 September 2017 - 12:55 AM

Hello,

 

I am new to X2CRM. Presently using X2CRM 6.9. I have come accross a requirement to shift a record from one module to another (for instance, Leads to Accounts) which will deleted the record from previous module i.e. Leads and create the same record in the Accounts module when I click some trigger or button etc.

 

It is possible to do that.

 

Thanks alot 

 

 



#2 X2Isaiah

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Posted 14 September 2017 - 12:10 PM

Hi Sunain,

 

This can be accomplished through X2Workflow






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