I'm trying to set up a work flow that when a lead is created by one person, it will send out an emai
Jeff_60935
Member Posts: 1 VERIFIED MEMBER
I'm trying to set up a work flow that when a lead is created by one person, it will send out an email from a template, change the owner then schedule 1 month follow up (under new owner), then schedule 2 month follow up. [my issue is it won't set the follow ups to the new owner}
Tagged:
0
Answers
-
Can't tell for sure what the issue is without actually looking at your workflow setup.
You automation is supposed to have the following actions:
- Send email
- Change ownership
- Create activity 1
- Create activity 2
Outputs of the previous step (2) should be used in the outputs of subsequent steps (3, 4).
0
This discussion has been closed.