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Topics#EmailDomanda di Kelcee Payne
Kelcee Payne (TEC Equipment) ha fatto una domanda in #Email
15 lug 2014, 23:17

How can I send an email to users alerting them that new accounts have been created for them?

I know that I saw this somewhere before, but I can't seem to find it now.  We are not using the lead tab (for workflow purposes), so I will be creating new accounts and assigning them to salespeople.  How can I make it so that when they are assigned new accounts, they are alerted via email (or any other type of useful alerts)?
9 risposte
  1. Steve Molis (You Owe Me a Beer, Inc.)
    16 lug 2014, 18:53
    PE  ouch...   

     

    Okay some things you could do in PE :  

     

    Use Chatter Feed Tracking 

     

    Create a New Account or Account Transfer Report and schedule it to run every Day, Week, etc as needed and have it automatically emailed to the Users. 
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