User_0ZOO0 Newbie

I found a solution. For future reference, create a set field display type action that triggers before the record load, and set your set field value actions to trigger after field edit on the field that is being edited. For example, the primary sales contribution would be the triggering client field, and the parameter field…

Thank you to all who took the time to answer my question. I discovered that the email alerts won't send out if the lead is flipped to a prospect through creating an opportunity, but it will if you flip it directly on the customer record. I decided on a scheduled email alert, which appears to have worked as intended. Doubly…