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on May 19, 2015
on May 19, 2015 by Bill Convis
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I need to program a series of emails , When registering a new customer. the sugarcrm automates this? I determine that 7 emails are sent for 7 days for a new client ?
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May 19, 2015 2:48 PM
You can do this very easily with workflow. Depending on which version of SugarCRM you are using, you have a few options available for you to enhance your CRM system with powerful workflow. Check out Process Manager Enterprise from
. Process Manager is a very powerful and easy to use business process management tool for adding automated workflow to your SugarCRM. In your case, you can easily setup a series of Emails that would be sent out over the course of 7 days to your customer. The product even has the ability to stop sending the emails if the customer record changes before the seven days are up. There are lots of videos and a free trial available at our site.
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Does anyone have a logic hook that will send an email (not from email template) to a user when a Lead is assigned to them?