Posted on 2013-09-04
we are currently using CRM Dynamics 4.0 and we need to pass on leads to our remote sales team who do not have access to our CRM, however we are wanting to still capture the lead in our CRM. However, the dilemma we have at the moment is that users need to first enter in the info into the CRM by creating the lead and populating relevant fields and then re enter this info into an email to be sent to remote users. So in effect we are double handling things here and I am looking for a way that perhaps the CRM - via a workflow for example the scenario could go something like, lead setup (inhouse) lead to a manager and email containing details is sent to remote user, at the point where the lead is assigned can we have a trigger in the workflow that will capture the required information i.e. contact details and notes from the newly created lead and send out it via an email.
The entire process does not need to be automated and we are happy to still have some degree of human intevention as required.
So i guess my question is 1. can this be done and if so how?