Tech Support > Microsoft Windows > Windows CRM > relating existing records to a new entity
relating existing records to a new entity
Posted by Brand on January 1st, 2006


I have created a new entity and want to relate leads to it. If I create a
new lead from the new entity record no problem, but how do I relate existing
leads or leads not created from the entity to it? Any ideas?

Thanks

Posted by Erik van Hoof \(CWR Mobility\) on January 2nd, 2006


You could create a manual workflow rule which updates the record and relates
it to this new entity.
Then select the records you want to releate in the webclient and select
Apply Rule.

--
Erik van Hoof
CWR Mobility
Check our weblog at: http://www.cwrmobility.com/weblog


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