Let’s say, company A has contact C1.
Employee E1 is the account manager for C1, so the Assigned To Field = E1
Now, Employee E2 schedules a meeting with C1.
I want the workflow to send an email to E1 saying that his collegue schedules a meeting with C1 (and date, time, location etc.)
I can’t figure out how to setup the workflow. I would say:
Workflow module = Meetings
Run Only on Save, All records
No conditions (want it to run on all meetings)
But in the Email-part I can’t find the settings to send the mail to contact->assigned to. And obviously I don’t want the mail to be send to Meetings->Assigned To