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sujatha dhanekula
I need email sent to ceo on lead conversion
I need email sent to ceo on lead conversion
I created work flow rule on lead and email template on lead then email alert on workflow, but i did not receive email
then i created email template on account then when converting lead i got error as work flow rule exists on lead.
selected created or edited criteria?
Please advise how to do this?
I created work flow rule on lead and email template on lead then email alert on workflow, but i did not receive email
then i created email template on account then when converting lead i got error as work flow rule exists on lead.
selected created or edited criteria?
Please advise how to do this?
Just create a workflow with
1. Evaluation Criteria :- Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria.
2. Rule Criteria :- IsConverted = true
3. Email Alert as your Immediate Workflow Actions.
I did what you suggested already but during lead conversion I am getting errror.
Error: Unable to convert lead that is in use by workflow. Please suggest
Please check if you have a workflow which is having pending time-based workflow action.
Refer https://help.salesforce.com/articleView?id=Unable-to-convert-lead-that-is-in-use-by-workflow-1327109102982&language=en_US&type=1 for the same