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Recipient email address in workflow email RRS feed

  • Question

  • I am creating a workflow to send an email with ab attachment to a new lead when a new lead record is created.

    On the email form - it will not let me put the {Email(Lead)" field in so that the process is automated.

    How do I specificy the form look up the record in question and fire off an email without me having to pick and choose each time?

    Friday, December 17, 2010 1:57 AM

Answers

  • If I understand your situation, set the look for to be Lead and then from the second picklist pick Lead. Then click add, this will insert Lead(Lead) into the To field.
    Jerry http://www.crminnovation.com
    Friday, December 17, 2010 2:43 AM