How do I send/assign an email workflow for a customer?

Modified on Fri, 01 Dec 2023 at 05:24 AM

In the Manage Receivables module, click on the customer, and in the Summary tab, you can set up Workflows and other communications. You must first have campaign templates created.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article