"From" Sender Options | Ideas - Click Marketing Automation for D365

Ideas - Click Marketing Automation for D365

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"From" Sender Options for Bulk Emails – we would like the option to choose someone other than the Record Owner (we would prefer to choose a Relationship Team Member).

When sending a bulk email, there will be different Relationship Managers for different Contacts, instead of choosing a specific person we would like to choose the Relationship Member Role instead of the Record Owner which is currently the only option.

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Feb 23 2023

Email Marketing

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"From" Sender Options for Bulk Emails – we would like the option to choose someone other than the Record Owner (we would prefer to choose a Relationship Team Member).

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