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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 2 months 6 days ago #69233

  • shop4seo
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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 !
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how to use an email template to invite a lead to a meeting 2 months 6 days ago #69237

  • pgr
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You can do it with a Workflow, have you tried it?

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