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ReportI want to delete the default roles of the leads so that when i assign somebody to the sales team on a new lead, we also assign our own-made roles. can somebody help please??
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I want to delete the default roles of the leads so that when i assign somebody to the sales team on a new lead, we also assign our own-made roles. can somebody help please??
Oh ok!!! It finally works! thank you so mucho for the help!!
Hi,
That was connection. but the record i am using is for opportunity.
Thanks again Wei. Could you do it with Connection? Im finding that the menus are different. Could you also share the configuration window for that checking condition?
Hi,
Sorry for late, you have to insert a checking condition, because while sales team is created , actually there are 2 records will be created, that is why two emails were created.
In this case, i am using opportunity, but the concept would be the same.
putting checking condition, i want to send email when it is connected to opportunity
i added one person to sales team
email only created one time
PS : in your previous explanation, you wanted to send the email only when user assign the lead, in this case , you have to build plugin or custom workflow to achieve this.
Hi Wei, its me again. Im having problems with the workflow you helped me with. When I assign somebody to the sales team, it sends two emails instead of one. im using the same template as in the pictures above. I dont know what do i have to change in order for this to work. Could you please help?
Hi,
you should use record is create right? Try to set the trigger point as Record is create.
Sorry because its in spanish but everything is kinda the same.
This is the Template of the mail that im using. Notice that i dont know which Dynamic Value to visualize the Lead's name.
Hi,
Please share your workflow setting.
under the reply, there is a button called Use rich formatting, from there you are able to attach the picture.
Thank you Wei, you are helping me a lot. However im still having problems creating this workflow. You told me that i had to choose "conexion" on the entity so i seleted it and im using a Workflow template which has been working for me for several Processes. However, after trying several times this workflow i havent recieved a single email. I checked 1000 times all the configuration and everything seems OK. But I still cant find which is the problem.
Hi,
This " Sales Team" actually is called Connection.
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