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New to Sugar Admin - need to add work flow - help

Question asked by Tom Repetti on Feb 7, 2017
Latest reply on Feb 8, 2017 by Tom Repetti

I have been asked to add a workflow that triggers an email to our marketing team whenever a Sales Manager reassigns a Lead to a Sales Rep.  The target of the email is our Marketing head.  

 

Oh, and we are NOT yet using Process Author, but I am not averse to using it for this.  

 

So in short, whenever a member of SalesMgr group assigns a Lead to SalesRep, I wand to sent an email to MarketingMgr.  

 

Casn someone get me pointed in the right direction?

 

Thanks

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