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Hi All,
problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval.
After review the lead, the manager then decided that this Lead is not ready to be process due to…
Problem details:
A user requested assistance with setting up the escalation workflow rule so that once a case is logged in crm, an email is sent to the client and the assigned consultant.
Solution Details: One could create a quick notification but…
