How to set auto email?

  • Go to Menu.

  • Click on CRM Setting under Setting menu.

  • Click on Workflow under Automation menu.

  • Click on +New Workflow button in the top right.

  • Enter the Basic information.

  • Select in Workflow Trigger Which time go to msg.

  • Click on +Add Action under Workflow Action.

  • Click the Send mail under the +Add Action.

  • Enter the details.

  • Click on Save.


Helpful? 1 1
Updated: 8 months ago
Share :