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Email on Lead Assignment Not Email Specific Users?

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Posted on by CRM Learner 88

I am trying to figure out workflow logic where an email can be sent to the user a Lead is assigned with certain exception users where will never want an email to get sent.

The logic I can put in only allows if Owner doesn't equal User 1

But this only works for the present owner of the record it doesn't stop it from emailing User 1 if we assign it to User 1 since the owner now changes.

Any ideas or is this possible?

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Temmy Wahyu Raharjo 2,916 on at

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You can try making Flow (PowerAutomate) if workflow can't be used. If you don't want to use Flow because of the license, you can try using Custom Workflow (required coding) to fit your business case.

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CRM Learner 88 on at

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Is there any logic in the standard workflow that can accomplish this?

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Yoshika Suzuki on at

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Can it be achieved by adding a condition to the workflow?

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CRM Learner 88 on at

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This is what I'm trying to figure out. What would the condition be?

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CRM Learner 88 on at

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I am thinking of using Created By to stop it from being sent to the user creating the lead.

There is another Team Account we don't want it to ever email, how can that be done?

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XM-22040801-0 11 on at

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Hi,

I'm not sure what the problem is.

Do you send the email in a workflow when assigning the lead?

If you don't want to send the assignment mail to certain users, checking the current owner before sending should be enough using a background workflow that is triggered when the "owner" field is changed.

I think there is something I am missing, can you tell me more?

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CRM Learner 88 on at

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Hi sorry I missed this reply. So this is where I am stumped..

There doesn't seem to be an option for Owner = Current User like there is in other areas of advanced finds.

But also remember that the owner is going to be different than the person who get assigned the lead. We have leads automatically created from a web site that are owned by a generic "System User"

So for example if I don't want "John Smith" to ever get an email on assignment I can't say "Owner = John Smith" because it would be owned by the generic "System User" account to start with.

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