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Topics#EmailPARRA JIMENEZ ASESORES EN SEGUROS 的问题
PARRA JIMENEZ ASESORES EN SEGUROS (PARRA JIMENEZ ASESORES EN SEGUROS) 提问于 #Email
2019年11月12日 13:56

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?
2 个回答
  1. Piyush Singhal (HIC Global Solutions)
    2019年11月12日 14:03
    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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