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mcarey Email notification for partners
Sales has requested we send an email notification to the partner whenever the lead status changes to "Partner Assigned". Should this be done as an email alert? The partner field will be a custom field lookup against the accounts since partners are an account. Do I need to kick off the alert with a workflow process? How do I get the email to go to the email address associated with the partner account when the email will be stored in the account, not on the lead? Also, they may just want to add a custom button that shoots the email to the partner email address regardless of the status in the dropdown. Can I accomplish the email notification without the button through workflow? Thanks. |