How can I automate sending the email, on creation of the lead, or other criteria?
Please refer to the “Automation” section for detailed guidance of how to automate Opero Documents: https://kb.opero.com/documents/knowledge-base/automation/
Please refer to the “Automation” section for detailed guidance of how to automate Opero Documents: https://kb.opero.com/documents/knowledge-base/automation/