Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Customized Lead Auto-Reply Email
Hopefully what I'm trying to do here is possible and this is the best approach for this.
Trying to send auto-reply email that is dependent on the new lead's location.
Lead from state A would get email with opportunities from state A and so on.
This is the setup that I have:
CRITERIA
Status - Lead 1.0 New Enquiry
RESULTS - not used
EMAIL
Send email when records are created/updated - checked
Recipient from results - email
And i am using customize message.
I have about 7 different email for each state.
I have tested this solution and it actually works great.
0