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Hi all,


Need the expertise help…


After a new lead/opportunity enter at CRM,  need to send a email with all that information for a contact. Now only send a link/url to open that lead. It’s possible with any email template? 

Thank you all

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Whom do you intend on sending this email to? I believe a portal user can’t view CRM opportunities

The link will be for the public user or the login user?

Author

Hi, forget the email with the link. How can i send a email for a saller with all crm information from the client?

Author

1-The client send information from the website.
2-This information enters the crm as a new lead.
3-The sallesperson receives a email with a link for that new lead.

Q: How can the sallesperson give a email with all information from the client instead open the link?

Thank you all

Author

1-The client send information from the website.
2-This information enters the crm as a new lead.
3-The sallesperson receives a email with a link for that new lead.

Q: How can the sallesperson receive a email with all information from the client instead open the link?

Thank you all

Author

Thank you @Jaideep !!!

Best Answer

1. Create an automation on the stage where new lead is created.

2. Add action, update record .. you might want to first update the new lead with salesperson or followers

3. Add another action to create activity or send email or send SMS

4. Create a new email template press "/" and select dynamic placeholder

5. Include the field you wish to add to the email, in your example the description


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Author Best Answer

Hi Jaideep,

Thank you for your interest.

The portal user cannot view CRM opportunities but how can a paid user can receive this information in addition to the link/url?  

Thanks

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