Hi,
I want to set "Marked" check box of prospect when i open the Individual customer form.
I came to know that, i can do this by define work flow rules.
I did it but somehow it wont work. (When i open the form, prospect has not checked mark.
My Step: (Let me correct if wrong)
Step 1: Enter basic data
Description: Se default value of Individual customer
Business Object: Individual Customer
Timing: On create only
Step 2: Define Condition
What should i define?
Step 3: Define actions
There are four actions
What should I select in that too?
Thanks