How to Store Attached Document of Lead or deal in Company Drive Using Business Processes

How to Store Attached Document of Lead or deal in Company Drive Using Business Processes

First we create Business process template for Lead, which is run during creation Lead. Screenshot 1–   Then Drag and drop “Create Folder on Drive” – Activity From Drive. Screenshot2–   Then Add Action Parameters. Create in: Which is Public Drive for our Business process, Drive: Company Drive Folder Name: Will be Lead Name(Select Lead Name from Insert Value), etc. as per below screenshot. Screenshot3– […]

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