Alerting & Workflow

Automatic Email to confirm a call has been logged

Step 1 Create an email template. Settings > Email template > New Enter a name and a description. Select the object the date is associated with eg Contact/Profile Enter the Subject line and body of the email You can add information from Gold-Vision eg the renewal date by adding the item data field from the drop down.
Step 2

Create the On-Save Alert for a Contact Activity.

Conditions: when the item (Contact activity) is created.

Action: Email the Contact, select the relevant Template.


Tip: If the alert is not firing check to make sure it is has been activated.

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