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Send list email button on lightning record
Hi Experts,
There is a button on leads home page called "Send list email" where an user can select multiple leads and send emails to all of them using this button. My task is when i click on this button and emails are sent then I want to automatically change the status of leads from Open - Not Contacted to Working - Contacted.
Any help on this topic would be greatly appreciated. Thanks in advance..!!
Hi Ronu,
One solution can be you can create one custome checkbox field lets say "Email Sent".
Try to check this field true when you send the email.
And then Create one workflow (condtion :- if checkbox is checked) to update the record type.
If this help, kindly mark it best answer.
Regards,
Priya Ranjan
Hi priya
Thanks for your reply. Yes, i got your point but main pain area is to check the checkbox when the email is sent. I think it can be done with the flow using the activity history and then write workflow/process builder to update the status of lead.
Let me know if you have any other solution instead of using the flow.
Thanks
Rohan