cancel
Showing results for 
Search instead for 
Did you mean: 

sending mail to a particular partner function in workflkow

Former Member
0 Kudos

hi all

i m working on a workflow in which i have defined user as general,means anyone can start the workflow,now i want to assign agent to workflow ,how can i assign the agent and also how to send the mail to a particular partner function in our case we have described "loan officer",

please guide regarding the query

regards

ashish

Accepted Solutions (0)

Answers (2)

Answers (2)

Former Member
0 Kudos

hi

i should tell first of all m working on CRM 5.0 standalone system.we are trying to trigger mail for LEAD .when say we are trying to change the status of lead or whenever the status of lead is changed the mail should be triggered to loan officer.

hope i clear the air,now pz advise

regards

ashish

Former Member
0 Kudos

Hi Ashish,

In which application(scenario like activity, service or sales order???) are you trying to trigger workflow for sending e-mail to the partner function.

Shridhar