What steps to follow to integrate Creator with CRM
Hi,
I want to schedule emails to go to my accounts, based on the Created_time field.
It seems like the only way to do this is by getting the schedule function of Creator to work within CRM
Please let me know step by step how to do this. What version of CRM do I need to have to integrate creator with it?
Even better, is there a function within CRM that helps me to do time based emails (automate them?)
Thanks
Stefan