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Sales team - workflow

Julius
Explorer
0 Kudos

Does anyone know how we can create a workflow sending a notification, when adding a member to the sales team in sales leads?

Accepted Solutions (1)

Accepted Solutions (1)

AnkushPashine
Advisor
Advisor
0 Kudos

Hello Julius,

1.It seems not possible to Schedule Notification ,whenever you add sales team member within Sales Lead.

2.Maybe you can check with Timing:On Create with Condition Sales Employee ID not equal to (some value ,which you won't add as employee

within Sales Lead) and Action :Notification to require Recipient .

Regards,

Ankush.

Julius
Explorer
0 Kudos

Hi Ankush

I think it is working with E-mail notification.

Thanks a lot!

Answers (0)