Hi
can anybody help please. I am new to CRM and I need to setup a workflow that sends an email to our accounts dept with all cases that are closed showing billable time spent on it. so they can invoice for it.
can any body suggest how I might do this.
or how I can assign the case to them once its closed?
I did try the email route and it all seems to work up to the point of sending the email, in the activities it shows as the email having been sent but nothing comes through.
any help would be much appreciated.
thank you in advance.