Enhanced Feature – Send Email via Workflow Automation

The LeadMaster workflow automation system has a new option when sending emails allowing you to always send the email from the assigned account manager or assigned partner rep.

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.

Add Action - Send Email From Assigned Rep

Add Action – Send Email From Assigned 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.


The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Explore posts in the same categories: General Info, LeadMaster Solutions, What's New at LeadMaster

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