I am strugglig on the simpliest workflow rule which queues to work but doesn't send an email.
I want to run a workflow rule that fires when a lead is 30 days past its creation date and still at a certain status and emails the lead owner
I have so far set the rule criteria to Lead Status = Open
Evaluation criteria to = Evaluate the rule when a record is created, and any time it’s edited to subsequently meet criteria
I have then set an immediate workfow action of an email alert to the lead owner
Also a time based trigger for 30 days past the creation date of the lead (I am testing this using just 1 day after creation)
My email alert uses an email notification template to send to the lead owner.
I am not sure where I am going wrong.....the alert is queued but no email is sent when I test creating a lead
8 answers
The email address is fine.
I am trying to senan HTML email alert, would this affect it?
Would sending a task be better..?
The queue shows somethign is queued but nothing sends when the time comes
