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Workflow Email

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Posted on by Community Member Microsoft Employee

Hello,

I have a workflow that sends an email to the Lead Owner whenever a Lead is Qualified. However, the problem is that if someone were to reactivate the Lead and then Qualify again, the workflow would fire a second time and send a duplicate email. Can anyone think of a way to prevent this? I know I could hide the "Reactivate" button on the ribbon, but I would rather not have to do that.

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Mahadeo Matre 17,021 on at

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RE: Workflow Email

Hi,

You can create one attribute in Lead, say Email Sent (two option / Boolean) , default value of this attribute will be false. when lead qualified first time set this attribute value to Yes.

And in workflow add condition before sending email to check for this attribute, if this attribute is false then only send email other wise cancel workflow.