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How do i setup workflow / notification emails?

workflow notifications emails

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#1 carsondws

carsondws

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Posted 20 November 2013 - 08:08 AM

Hi everyone,

 

Zurmo is great!

I have used other CRM's previously and this kills them.

 

All I want to do is receive email notifications when anything is due.

 

e.g: I setup a new task for a lead or client with a due date and time of X.

receive an email when the time reaches x.

 

Can someone please give me a straight forward guide on how I can achieve this please?

 

I am missing follow up calls with my clients and it's effecting my business.

 

Thanks in advance anyone that can help



#2 raysto

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Posted 20 November 2013 - 04:03 PM

In short, do a workflow on 'Tasks'. 'Due On' = 1 minute 'After Due On'. Select Triggers, click 'Completed' equals 'No'. Skip 'Select Actions'. Select Messages, choose an email template. Send after 0 Minutes. Then select who should receive the email and you are done.

If you have more questions or want to see a demo, we have Zurmo Town Hall demo sessions every Thursday at 12:00CT so feel free to join the upcoming session: http://zurmo.org/for...-demo-for-users


Ray Stoeckicht
Zurmo Team
Try Zurmo Pro


#3 lmbvm

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Posted 25 November 2014 - 01:39 PM

Hi Ray,

 

In my case I just want to have a reminder in open tasks to call someone (opportunities module referal including opportunity name), when a certain data arrives (for instance, 60 days before event). No need to send an e-mail, How can I do that?

 

Thanks a lot.

 

Luís







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