Quantcast
Channel: SCN: Message List
Viewing all articles
Browse latest Browse all 2806

Lead workflow rule

$
0
0

Hi,

 

We wanted configure a scenario where during the lead creation, email will be sent out to the lead (individual or contact) automatically. The email may contains the survey.

However, during the creation of workflow, there seems to be no "Customer" to be selected from the recipient.

Any workaround?

 

Lead_1.png

 

 

 

lead_auto_2.png

 

 

 

 

- julius


Viewing all articles
Browse latest Browse all 2806

Trending Articles