Go to Setup – Marketing - CRM Actions.
In the CRM Action field, enter part (first letters of first word) or all of the CRM action name.
Click Find.
CRM actions matching the search criterion are displayed in the results section.
This topic explains how to search for an existing CRM action.
Go to Setup – Marketing - CRM Actions.
In the CRM Action field, enter part (first letters of first word) or all of the CRM action name.
Click Find.
CRM actions matching the search criterion are displayed in the results section.