I'm using Sugar 22.214.171.124 and I just want to know how I can add a lead to a certain target list. Couldn't find any action in the process definition that could solve this…
Are you using Enterprise? and do you have some data on the lead record that could be used to identify it and determine which Target list it should go into? if so, you should be able to do this using advanced workflow.
We're using the Enterprise version and indeed, there is an identifier available. It's basically a checkbox that a user can choose on sign-up which should be the differentiator between the action of adding or not adding the generated record to a dedicated target list. So, it's not about which target list but more IF or IF Not.
My Apologies, I was in the process of going through the advanced workflow to provide some direction, when I have realised that while many of the modules are accessible through advanced workflow (even custom modules) for some reason Target Lists is not yet available.
This means that an advanced workflow cannot link to a Target list at this stage so you would need to approach this in a different way.
As far as an automatic process goes, this leaves a logic hook as your next option.
This is not an area I am overly familiar with at present though.
Thanks for reaching out again! I think I will open a dedicated Sugar case for this.
However, it makes me more than impatient how barely Sugar supports certain automation features. I'm already convinced we will cancel our subscription soon and move to another CRM system that is more evolved.
Hi Nicolas A
This can be accomplished by LogicHook after_save.
Hi Nicolas A, have a look at the recording with a solution to the task on this webinar.By the way, soon I’m going to hold the webcast regarding that technology – see details in this post.
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