Enhanced Feature – Send Email via Workflow Automation
This allows you to create workflows which will always send an email from the assigned rep.
Suppose you have an inside sales team that is calling on prospects and the process is to send an email from the sales rep if the prospect can’t be reached on the phone. This could be a complex and tedious process if you have a large sales force and / or lots of customers. Now it can happen automatically. Just map a workflow to one of the click actions and with a single click of the mouse the email will be sent and it will always come from the assigned sales rep.
This feature requires the account manager or partner rep to be assigned to the record and they must have an email address in their profile.
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