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Daily Email Notification

Article ID: 127
Last updated: 24 Jul, 2014
Views: 0

To Enable / Disable Daily Email Notifications - Select the Email drop down in Manage Workgroups.

Daily Email Notifications are prepared and sent to individuals at 1am each day.

Email Notifications can be produced for any of the four assignment level personnel: Organization (main contact)
Account Managers
Partner (main contact)

Partner Reps

The Email Notification contains the following events:
New Leads the prior day (input via load process or manual add)
Leads reassigned the prior day

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What privilege should be turned on to allow the user to merge...     Sales Comments as a result of Workflow when an Email is Opened...

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