Hi everyone - we are relatively new to the CRM and my sales staffer had a great question that I am 95% sure of the answer but wanted a little backup. If someone setups up an appointment in Outlook and adds a person to the apt and we have an email for them on their record - do they receive notification of the apt that was created? Or when does CRM send an email out to people if an email address is on file? Hopefully never but we will see!
Thanks!
