Enterprise User: Workflow Problem.
I am trying to create a workflow rule that will send an email to a related contact of my customers. Let me explain the scenario.
Customer has multiple vendors (in this case realtors) attached to their file. Listing Realtor and Buyers Realtor.
Each field in the customers information relating to the “listing realtor” or the customers agent (buyer’s agent) is a lookup field.
Here is what I have. I thought this would do it but it’s not sending the email template to the listing agent (sellers agent).
Module: Customer
Status: Active
Excute on: Field Update à 1. Seller realtors (execute the rule when any selected field is updated).
Rule Criteria:
Sellers Realtor à is not empty à $(NOTEMPTY)
Send alerts à Listing Agent – Notified of Inspection – Sellers Realtor Template
Email Recipients: Realtors: email
Assign Task à WFRule Trigger Date plus 0 days
My task are creating and logging to the account but the actual email templates are not being set to the realtors in the look up fields. What am I doing wrong?