Customer Engagement & Dynamics CRM Forum

Global Email Template CC account owner

  • 1.  Global Email Template CC account owner

    GOLD CONTRIBUTOR
    Posted Jan 11, 2019 10:09 AM
    hi,

    I have created an email template for our customer service rep to use.  She would like it to cc the Opportunity Owner or Account Owner associated with the email she's sending.  Can you tell me if this is possible, and how to do it?

    Thanks,


    ------------------------------
    Erin St. John
    ACSI
    Tulsa OK
    ------------------------------


If you've found this thread useful, dive deeper into User Group community content by role