How to use workflows to send an email blast, using an email message template with an embedded form.
The below image provides an example of the parameters for a workflow that uses an
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Automation and Workflow
Sales Comments as a result of Workflow when an Email is Opened or Clicked
Timestamps set via workflow automation action – Add to Sales Rep Comments/Notes by default are
Track Who Entered Records into your LeadMaster System
Although LeadMaster doesn’t have a search for who entered the record, it is fairly straightforward