Workflow action email send: From

💡 Suggestion Box
1

Hello:

I created a workflow to do automatic email follow up on new opportunities.

But now in the eyes of our client is the Company the one doing the follow up, instead of the sales representative.

Can you add an option in the send email action at the workflow module that asks “From” -who is sending the email-?

The options can be as follows:

Company - What we have now.
User assigned
User created
User modified.

Thanks a lot,

Best!

2

Hi Chris,

Apologies if you already thought of this, but why not change the workflow to create a ‘follow up’ task and assign it to the sales representative? Then the communication can be more personal and is from the correct email address.

Cheers

Bruce