CRM activity sequences
Aldevinas Katkus
5-29-17
How should I define activity sequences in order to be able to paste activity type into the Result field of the activity?
Currently I have a seqence defined as LEAD->MEET: if LEAD activity results in MEETing then create a new MEETing activity automatically.

How the user is supposed to enter the result value FAILed for the activity of type LEAD, because I can see the only activity in the paste special "meeting" for the LEAD type activity?

I can enter the code FAIL, but it is not an option for the customers.
Reply
Leave Comment
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
Latest Posts
Re: SendWebRequest
Hi Andis, The issue occurs because your live server uses an internal or self-signed SSL certificate, which Hansa server does not trust. This is expected behavior — certificate validation ensures s...
10:38 11 Nov 2025
Re: App Message on new version
Hi again, do we know what it's trying to download, if we download it, it may make the message go away? Thanks...
11:16 30 Oct 2025