The retention wf should start automatically if the case is won or lost.
However a user can also start it manually.
In order to manually start a retention workflow, one should go to a Lead or Opportunity and from the actions menu select the "Start Retention WF".
Basic Functionality:
A popup will open for selection of the retention start date and then the WF will be created.
The WF will be assigned to a user set in the setup table.
Setup Key:Â CallAgentId
Setup Default Value: 29
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