Notifications
Announcements
No record found.
Hi,
after lead created,i create activity in this lead, i need to share this activity of lead to sales agent by email, how to do this ?
*This post is locked for comments
Hi Ammar,
You can create an on-demand workflow on Activity entity,and add to steps, one for assigning the record (activity )to sales agent and the second one for sending an email notification to the sales agent.
Hope this helps,
Regards,
Abed.
thank you abed,but can you share with me links to solve it ?
Achieving this you can write plugin.
Refer the following thread. It provides the detailed code.
social.microsoft.com/.../to-send-email-to-shared-users-with-whom-the-lead-is-shared-in-ms-crm-2011
Also take a look to the following link.
stackoverflow.com/.../workflow-to-send-an-email-to-the-users-within-the-record-is-shared
Hope this helps.
R.Rajkumar
"Please mark my answer as verified if you found it helpful"
thanks for help me,but i need to share activity (when type of activity "appointment " ) created in the lead,thanks.
Please refer to : parthimscrm.wordpress.com/.../send-email-user-team-while-sharing-record-crm-2011
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SA-08121319-0 4
Calum MacFarlane 4
Alex Fun Wei Jie 2
