I found the below on another part of the forum but unanswered i too have this issue any help apprecitated
We regularly send quotes by email (with attached PDF). We don’t use Contact/Accounts modules, instead we link Quote to Leads. Here’s our workflow:
- open quote record
- choose “Email PDF”
- select PDF-template
- Select Email recipient (which is a Lead already linked to Quotes record)
- select Email template
- Send email
How could we automate step 4? i.e. prepopulate Email recipient based on Lead record that’s related to Quote record?