Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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…