05-05-2009 11:08 AM
OK, I can see in SLX where you can launch a Contact process from a Sales process, but what if I wanted to do the reverse? Case in point - Using Contact Processes as a follow up method for an initial sale. Once the follow up (contact) is complete, I want to launch another Opportunity/Sales Process, but alas, I can not seem to the trigger to launch it. Hopefully this is an easy answer versus a "write a script, call the script..." which also wouldn't be too bad if I knew scripting. <sigh>...
Thanks in advance!
05-05-2009 01:22 PM - edited 05-05-2009 01:25 PM
You answered your own question..
Write a script.. call a script.
Point of Information...
One can do a lot in SalesLogix w/out "scripting" (or codeing). However, in order to really get into it you have to script/code (unless you sub it out ;-)