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Using Process Definition to automatically e-mail clients: how to ensure those e-mails are archived to Sugar?

Question asked by Kayla Ebert on Nov 6, 2017
Latest reply on Nov 6, 2017 by André Lopes

Every 30 days, our clients will receive an e-mail prompting them to connect with their assigned Sales Rep. I want each of those e-mail archived to SugarCRM so we can 1) be sure they've been sent at 2) if the client wants to argue we never contacted them to discuss unlocking the next step in the program, we have proof and we're covered. 

 

Is it possible for e-mails sent using process definition/process e-mail templates to be archived to Sugar?

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