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Email Acknowledgement Status and Date Update

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  • Email Acknowledgement Status and Date Update

    Is it possible for Click and Pledge to automatically update the SF Opportunity Acknowledgement Status and Date fields? I have the autoresponder set up and working fine so since these are going out automatically I want these fields to reflect that if possible.

    Thank you!

    Rob

  • #2
    Good day [email protected]

    This is a feature others have asked for but at this time this cannot be done natively in the system. Please see below:

    Click image for larger version

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    Have you considered writing a workflow rule and process to update this?
    Regards,
    Click & Pledge Support Department

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    • #3
      Excellent, I am all set. I created a Workflow Rule - good tip.

      thank you,

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