Move Rows to select sheet based on assignment
I have a tracker where I'm logging new leads for qualification.
I have a team of 8x Salespeople/Estimators that I want to assign leads to as soon as the lead is qualified.
I understand how to use workflow to move/copy a row to another sheet.
My question is whether there is a way to have one workflow that can move a row to a specific team's sheet based on selection criteria? Or do I have to create a unique workflow for each team to move the selection to the correct sheet?
Best Answer
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You can create a single workflow with multiple conditional paths, but I tend to use separate workflows just because it is easier for me personally to manage.
Answers
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You can create a single workflow with multiple conditional paths, but I tend to use separate workflows just because it is easier for me personally to manage.
