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Lead Email - Cannot send email in Dialog

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Hi,

I have setup a Dialog to manage Leads. I have added some logic to ask if the customer would like an email sent containing info.

As the lead has not been converted to a contact or account how can I send the customer an email in my Dialog workflow? I seems to need a contact record? Not just a plain text email?

Daren

Wednesday, September 21, 2011 3:41 AM

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use the "Send Email" step and insert the Lead into the Email To field

Good CRM Links: http://www.workopia.com/Links.htm
My CRM Blog: http://microsoft-crm.spaces.live.com
- Marked as answer by Frank Lee CRM MVPModerator Wednesday, September 21, 2011 5:07 AM
Wednesday, September 21, 2011 4:00 AM

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Yes, the Lead object itself.

Good CRM Links: http://www.workopia.com/Links.htm
My CRM Blog: http://microsoft-crm.spaces.live.com
- Marked as answer by Frank Lee CRM MVPModerator Wednesday, September 21, 2011 5:07 AM
Wednesday, September 21, 2011 5:07 AM

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use the "Send Email" step and insert the Lead into the Email To field

Good CRM Links: http://www.workopia.com/Links.htm
My CRM Blog: http://microsoft-crm.spaces.live.com
- Marked as answer by Frank Lee CRM MVPModerator Wednesday, September 21, 2011 5:07 AM
Wednesday, September 21, 2011 4:00 AM

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So do you mean Lead(Lead)?

D

Wednesday, September 21, 2011 4:58 AM
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Yes, the Lead object itself.

Good CRM Links: http://www.workopia.com/Links.htm
My CRM Blog: http://microsoft-crm.spaces.live.com
- Marked as answer by Frank Lee CRM MVPModerator Wednesday, September 21, 2011 5:07 AM
Wednesday, September 21, 2011 5:07 AM

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