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Email script for orientation task

posted Mar 19, 2021 10:04:32 AM

Topic Labels: Scripting extentions

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I am looking to script automation that sends a task list to people when a new employee is hired. I am not finding anything on here that is similar. Any suggestions?

More Details

When an agent is added to the directory, they automatically filter over to my orientation list, once I put them in the “first engagement” stage I want an email sent to 4/5 different people with their specific task. That table is already built out, I will be adding a task list script to create a checklist, but I really want an email sent.

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