I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mea

Kyle A
Kyle A Member Posts: 1
edited July 2022 in Workflow Automation #1
I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mean?
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Answers

  • Shanon Aitken
    Shanon Aitken Member Posts: 2
    Second Anniversary
    edited July 2022 #2
    Hi all, I've got the same problem, I cant seem to progress without entering something in the field. Can anyone offer a solution?
  • Paolo DiVincenzo
    Paolo DiVincenzo Member Posts: 1
    edited May 2022 #3
    Same problem
  • Corbin Fonville
    Corbin Fonville Member Posts: 1
    edited July 2022 #4
    I had this issue! It was because my template required a "Person Name," and that's a lead field. BUT my template was intended to be used when I moved a deal from one column to another. I changed the template (not the workflow) to require "Deal Contact Person" and it was fixed.

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