A new knowledge base article has been published on our support portal.
Scenario Overview
In this scenario, the business requirement was to be able to add a Lead to a specific Marketing List as part of a workflow.
N52 Formula Manager Solution
The Formula Manager solution works like this,
- We create a formula of type Process Genie on the Lead entity
- The formula will be called from a step within a workflow
- It will then associate the lead to the defined Marketing List