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mukesh gupta
Email notification send to user
Hi exprt,
When a lead assigned to user then, email send to them. How i achieve this task. How to user received email for lead assigned to him.
Please suggest
Thanks
Mukesh
When a lead assigned to user then, email send to them. How i achieve this task. How to user received email for lead assigned to him.
Please suggest
Thanks
Mukesh
Some tips:
- Workflow would be on Lead Object
- Criteria would be the third one (the third radio button) - The one that says for subsequently meeting the criteria
- Formula would be something like below: - Then go the action of Sending an Email (but before that make sure you have your email template ready)
- Once you select the sending an email then choose OWNER and then Lead.Owner in those boxes.
- Select the Email Template that you have created
- ACTIVATE the workflow.
If it solves the puzzle then please mark it as best answered!