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Sugar BPM: Sendings email to leads with certain status

Steffen Scheid

Hi there,

We want to implement the following simple BPM flow. When a lead has a certain status value (verified), an email should be sent to that specific lead.









Is it guaranteed that if "Lead" is selected in the settings for the Send Email action only this specific lead will receive the email? 

Thank you in advance for your help!

Steffen





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  • 0 Sugar Employee Badge

    Hi Steffen -

    I think your logic is sound. The email address you've selected in your screenshot corresponds to the email1 field which would be the primary email address for the Lead record. The process being triggered for a specific lead that meets your criteria, we should see only that lead receiving the email. It's always a good idea to test, but I believe you are on the right track here.

    Thanks,
    Shawn

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  • 0 Sugar Employee Badge

    Hi Steffen -

    I think your logic is sound. The email address you've selected in your screenshot corresponds to the email1 field which would be the primary email address for the Lead record. The process being triggered for a specific lead that meets your criteria, we should see only that lead receiving the email. It's always a good idea to test, but I believe you are on the right track here.

    Thanks,
    Shawn

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