I want to send a weekly report to specific group of people with dynamic content like lead converted in last week, opportunity closed in last week etc.
How can I configure email template with such data from creatio sections?
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14:44 Aug 14, 2024
Hello,
You could use a business process where the system calculates this value (formula element), use the 'send email' element with the template, and add this information using business process parameters.
Best regards,
Yuliya
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