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PARRA JIMENEZ ASESORES EN SEGUROS (PARRA JIMENEZ ASESORES EN SEGUROS) 님이 #Email에 질문했습니다
2019년 11월 12일 오후 1:56

Birhday Email Automatic

Hello I would like to know how I can automatically send birthday emails to my clients, I have a professional edition and WorkFlow is not included what other option can I have?
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  1. Piyush Singhal (HIC Global Solutions)
    2019년 11월 12일 오후 2:03
    Hi Juan,

     

    You can use process builder instead to send email alerts. Set your criteria and select email alert in immediate action.

     

    I hope this helps you. Also, mention any query you have.

     

    Thanks and Regards

     

    Piyush
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