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mbolton
Workflow email a customer through HTML Email
I have created a simple workflow rule that sends a lead an email with a particular attachment based on a simple checkbox. The problem is I get no history, either through Activity History or HTML Email Status. Is there a way to do this? I can get it in to History via an additional workflow rule, but would prefer to track through HTML email.
I cannot believe that a user cannot track an email that was created for a workflow. What is the point of making the email process efficient/automated and then negating it all by not tracking the outcome???
At each action from a workflow rule when sending an email, just create a task update action with, for example, email 1 was sent, and this is how you can track at what email you are.