I need leads in the 'Lead' Module moving to a new Custom Module called 'Dead Leads' when the 'Outcome' field contains one of the following:
- Debt too low
- DI too low
- Not interested
The lead in the 'Leads' module is to be deleted from 'Leads' when moved to 'Dead Leads'.
Only four fields need to be moved, and the new module is already created.....I have already tried to do this with help from zoho support and can forward the recommended instructions.