Plugin Author
Upi
(@upi)
yes, it’s possible.
you can add email templates as you wish and use the rule based logic to send emails.
please try and see how it goes.
Uri
in the rule editor, I do not see the option to do it like this – if “lead status” contains “accepted” send THAT email. There is no option to choose “lead status”.
I was trying to do it like this – if “Audit log” contains “accepted” send THAT email. But it’s not going.
I added a custom field called “status” I made a rule for it, if it contains rejected or accepted, the appropriate e-mail is to be sent. before import, i changed some values in xls file to rejected or accepted. When importing data, all rules work and e-mails come out, but when I manually edit previously imported data, nothing happens. In general, when importing data, the data is duplicated, I understand that there is no mechanism that would catch duplicates and you have to watch out every time not to import data that already exist in the database?
Plugin Author
Upi
(@upi)
Regretfully I believe you are correct.
We can probably modify / add this on future version.
It would be great if you could select lead status when creating the condition.
Plugin Author
Upi
(@upi)
we’ll consider it for future version or offer this as a custom dev.
Thanks
Uri
