FavoritePooja Thakur (Learning Time) (Originally posted by Pooja Thakur)Jun 9, 2018, 6:23 PMPooja ThakurHey Folks!It's first step for me today here with you amazing stars!Need your valuable inputs on creating an Org for my team of 11 consultants being an Account Admin/Scheduler. We wish to automate email process for each consultant soon our schedule is imported into the org.Our consultants are assigned for two different type of visits for a week each having 2-3 visits per day. Before they walk-up we have an established email process for warm up with client and we now aim at automating it through Salesforce platform. Looking forward for your suggestions :)Show MoreAdd a commentWrite a comment...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Pooja ThakurHey Folks!It's first step for me today here with you amazing stars!Need your valuable inputs on creating an Org for my team of 11 consultants being an Account Admin/Scheduler. We wish to automate email process for each consultant soon our schedule is imported into the org.Our consultants are assigned for two different type of visits for a week each having 2-3 visits per day. Before they walk-up we have an established email process for warm up with client and we now aim at automating it through Salesforce platform. Looking forward for your suggestions :)Show More
