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.


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Updated: 8 months ago
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