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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


View this article in full on our support portal