@Mike Hagan why not use the condition for the customer/Lead status field for your send email workflow action. So when the status changes emial action would be triggered. This can be also done by scheduled saved search too
m
Mike Hagan
03/03/2021, 10:02 PM
I will look at this, thanks.
k
KevinJ of Kansas
03/03/2021, 10:19 PM
I'd probably use a checkbox field and a scheduled workflow. Mark the checkbox after the email is sent