Hi, I'm wanting to integrate leads into the threads that we use.
I have a case that kicks off a thread on creation. Completion of a task in that thread creates a lead; however the lead that the thread creates is not linked to the case. Is there a way to make the lead adopt the case linked to the thread that created it?
A similar question, when a thread kicks off another thread, can I make the new thread adopt the case that the initial thread is linked to?
Thanks in advance.