i'm a beginner with crm 2013. I want to ask some help to create a process that will send an automatic email to a new contact with some greeting text when i add him/her on my crm. Is it a native feature or i need some develop? thanks for any help
This can be an OTB feature via workflow
This article should help you
Hope this helps
yes thanks Bryn. This help a bit but i cant set the "to" field in the email form because I don't know how to set an email field if that email isn't created yet. Anyway i'm diggin in web but any further help is of course appreciate!!
put a if condition before create email, if email address contains data
then system create email only email address is available