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Execute Dialog and output

Execution of Dialog is depends on what options you have selected while configuring the Dialog.
  • Open Lead record and click on Start Dialog.1335634
  • Select your Dialog and click OK.1335639
  • Select Your template from the first screen and click next. 1335647
  • Select Document sending option from the next page and click next. 1335652
  • Select what you want to do with Temporary Document and click next. 1335657
  • Dialog completed successfully, click finish. 1335660
  • Under Lead click close activities and you will see sent email here. 1335666
  • Open email and you will see the attached document. 1335673

Last edited Jan 2, 2015 at 4:12 PM by asposemarketplace, version 1