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How to automate a phone call after a certain email template is sent?

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Hi,

How can I create a process that when a certain email template has been used and sent, the system will automatically create a phone call activity for the sender for example 3 days after?

Thanks!

Tuesday, June 10, 2014 11:35 AM

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Hi,

If the email was sent manually, then there is no way to do it through process.
Persian Dynamics CRM Community | انجمن متخصصان فارسی زبان

Tuesday, June 10, 2014 4:56 PM

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Hi,

Thank you for the reply. How about creating some sort of an alert for the sender to follow up the e-mail. Let's say that a salesperson is sending material for a certain lead and he wants to follow up the lead few days after. Is there a way to create an alert for this somehow?

Wednesday, June 11, 2014 9:37 AM