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#2525 - Importing + email recipients

Open General Question created by it12 5 years ago

Hello Sirs,

I have a question about importing tasks from Process manager to Workflow Task Engine, or importing all actions from Workflow to workflow, and question about sending email about converted client thru Workflow, Is it possible to do this and to add more email recipients.

Thank you in advance!

  1. cm_sugar member avatar

    CM & Sugar Provider Affiliate

    5 years ago

    Regarding import it is possible, but there is no UI support in general, since AOW modules use a different linear setup. The task engine is a business intelligence tool for chaining an unlimited number of tasks into a workflow sequence. If you are interested in using it, I can support you by importing and defining the tasks.

    Is the number of email addresses flexible? Do you have a fix setup of given addresses, or do they change all the time? If you convert any lead, it will use the addresses given by the scope of the current record. For yure you can add more the CC or BCC field, but its not a dynamic solution.

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