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escalationrule
crm
assigneduser
WORKFLOW
Escalation workflow rule in CRM to send an email is sent to the client and the assigned consultant.
Ocean Helberg
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…
over 2 years ago
Sage CRM
Sage CRM Hints, Tips and Tricks