SAP Knowledge Base Article - Public

2638518 - Which Recipient should we Select in a Workflow Rule to Send an E-mail to the Owner of a Lead?

Symptom

While creating a workflow rule, you do not see the option to send an e-mail to the owner of a lead.

Environment

SAP Sales Cloud

Reproducing the Issue

  1. Go to the Administration work center.
  2. Go to the Workflow Rules view.
  3. Click New.
  4. Choose Business Object: Lead
  5. In the Define Actions tab, choose Rule Type: E-Mail.
  6. In the Recipient Determination, try to find Owner of Lead.

RecipientDetermination.jpg

Result: You cannot find Owner of Lead in the dropdown menu.

Cause

The owner of a lead is called Marketing Responsible Employee in workflow rules.

Resolution

Please, select Marketing Responsible Employee as the recipient.

Keywords

marketing responsible employee, lead, owner, e-mail, email, workflow rule, recipient, , KBA , LOD-CRM-LM , Lead Management , LOD-CRM-WKF , Workflow , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions