Menu
SuiteCRM dedicated support by SalesAgility
Welcome, Guest
Username: Password: Remember me

TOPIC: how to use an email template to invite a lead to a meeting

how to use an email template to invite a lead to a meeting 4 months 1 day ago #69233

  • shop4seo
  • shop4seo's Avatar
  • Offline
  • Junior Member
  • Posts: 29
  • Karma: 0
Hello.

How to send an email invitation automatically after creating a new personal meeting with the lead (meeting task)

we can not attach any email template in the meeting task creator

I would like to have to avoid creating another email task to invite the lead to that meeting. it takes so much time when u have so many leads


thanks for your help !
The administrator has disabled public write access.

how to use an email template to invite a lead to a meeting 4 months 1 day ago #69237

  • pgr
  • pgr's Avatar
  • Offline
  • Administrator
  • Posts: 8202
  • Thank you received: 1263
  • Karma: 296
You can do it with a Workflow, have you tried it?

docs.suitecrm.com/user/advanced-modules/workflow/

My SuiteCRM In-depth blog.
Thank you for always stating your SuiteCRM version, checking your logs, reading the Docs, and searching before you ask!
The administrator has disabled public write access.
Moderators: disytel
Time to create page: 0.057 seconds
Powered by Kunena Forum