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Cliff_Kensinger
06-28-2018
I think you are correct... just to illustrate what I am trying to communicate.I would like to only send an email to records that have a rep with a record that has a field called sendemailstoclients checked yes.So only Jan and Mark would get an email. Paul and Ben would not.Jan and Mark have a repem...
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each of our leads has a "rep" (lead owner) field attached to it. We have another field called "isRep" to show which of our records belongs to a rep (someone that owns leads).I would like to send emails to all records where the lead owner's state is California. How can I do that?I do not want to ad...
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