Monthly reminder workflow

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  You need to use a recurring workflow. It is well explained here: http://gonzaloruizcrm.blogspot.com/2011/05/quite-often-we-have-business-process.html

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  Gonzalo | gonzaloruizcrm.blogspot.com

  • Proposed as answer by Gonzalo Ruiz RModerator Friday, July 8, 2011 12:20 PM
  • Marked as answer by vinnu_1981 Monday, July 11, 2011 1:12 AM

  Friday, July 8, 2011 12:20 PM

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  Thank you so much Gonzalo

   

  Can we send emails to users with specific roles?  i need to send this email reminders to all Sales Lead. And also how can i display User name and current month in email body?

   

  Thanks and Regards,

  vinay

  
  

  Monday, July 11, 2011 1:14 AM
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  You would have to create a custom workflow activity for that or manually select all the sales leads in the email "to" field.

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  Gonzalo | gonzaloruizcrm.blogspot.com

  Wednesday, July 13, 2011 11:17 AM

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