Hi !
I would like to generate an email when Lead qualify or
Could you please advise the steps how to do ?
Cheers
HarHar
Hi !
I would like to generate an email when Lead qualify or
Could you please advise the steps how to do ?
Cheers
HarHar
Hi Xavier,
Good afternoon.
I have set a new process when the field "decision maker?" = "complated" then generate email.
I didn't change anything and it works after 7 hours, I got the auto generated email after 7 hours.
Only doesn't know why pending for 7 hours then got the email ?
Well Done Xavier.
Appreciate your great help.
Cheers
HarHar
Hi ! Xavier,
Thanks very much for reply.
Is the "Decision maker" field added to "Record fields change"? Yes
Do you have "Failed" in Process session ? No
The result should when when I click "Completed" on "Identify Decision Maker" , it will automatically send email, but nothing happened.
Appreciate your great help.
Cheers
HarHar
Hi,
Is the "Decision maker" field added to "Record fields change"?
Do you have "Failed" in Process session ?
Hi ! Xavier,
The field "decision maker?" = Identify Decision Maker, which is under the business process
Thanks
Hi Xavier,
Good morning.
The Generate an email when Lead qualify has been done, I will mark this post as resolved later.
May I have one more questions :
I have set a new process when the field "decision maker?" = "complated" then generate email, but it doesn't work.
Please have a look the following screen, is that correct or not ?
Hi Xavier,
Yes, I will mark this post as resolved.
Let me implement it next week.
Keep in touch
Appreciate your great help.
Cheers
HarHar
You're welcome.
If I have answered your need, don't forget to mark this post as resolved.
Hi Xavier,
Thanks very much for the details.
You're my Angel.
Appreciate your great help.
Cheers
HarHar
- Add step => Check Condition
- Click on "<condition> (click to configure)"
- Select "Lead" => Select "Status Reason" => Select "Equals" => Select "Qualified".
- Save an Close.
- Select "Select this row and click Add Step."
- Add Step => Send Email.
- Click on "Set Properties" => Set your email info.
- Save
- Activate
Regarding your other post (pull data from Accounts into Leads), Leah Ju answered you.
Hi Xavier,
How can I create the following ? I can't found "Status Reason equals[Qualified]
Thanks very much
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