Within CRM, I have a primary contact, or Lead. There is a second person closely related to the Lead that I'd like to send an email to, who has a different email address.. Is there a way to do this? Perhaps connecting the Lead module to another module? As it relates to the Lead, I'd like to set up a task, or automated task even, to send an email to this second person. Recurring emails actually, once per month.
Perhaps this can be set up outside of CRM?