Send email from template

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Posted on by Jolas365

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Hello Sales Experts,

I have created a workflow to send email to a leads using a Lead template.

Once the email is sent and recorded in CRM365, the owner of the email should be the same as the owner of the contact(qualified lead). How do I do this using the Form Assistant as the email owner should have a dynamic value.

In the Form Assistant, there is this Administration tab which I assume is for email ownership.

I would like to ask if below is the correct configuration:

Please help me on this.

Best regards,

Jolas365

Categories:

Accounts or Contacts

Leads or Opportunities

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Answers (1)

Jolas365 235 on at

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RE: Send email from template

Hello Bipin Kumar ,

Thank you very much!
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Bipin D365 28,958 Moderator on at

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RE: Send email from template

Hi,

Based on your screenshot Email Owner will be set with Lead Owner.

Your workflow is triggered on Lead Entity?

In look for you should see Related Entities of Lead which is contact , you should select that and then Select Owner from second drop-down