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  • how to auto assign to another person if the lead have no action for 24 hours?

    Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…

  • Defaulting an email template to a specific Action within the dropdown option

    Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…

  • SMTP Configuration error: SMTP: Cannot use AUTH LOGIN. This may be caused by authentication not being enabled on the MTA

    When trying to send email via SMTP relay I get the following error: Apr 6 2020 14:06:28.720 315464 342676 5 SMTP: Could not send message. This may be due to AUTH not being supported by the MTA, no supported authentication methods being available, or…

  • Email with external links go to junk mail

    Using CRM 2022R2 and Office365. Have setup email templates for employees to use when sending emails. Started having all emails being received as junk or not being received at all. Emails were being classified as junk by recipient email servers. After…

  • vNotificationOpportunity error?

    Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.

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