hat
Tcheke lòt jaden (yo) nan dosye yo chwazi: Pou ajoute yon kliyan nan sekans lan, lavant moun pral jis mete jaden an 'Èske New Kliyan'. Se konsa, 'Ankouraje Etap' pa pral pa mete pa default. Si li pa gen valè, sa vle di pa gen okenn voye voye ankò. Si etap li yo 1, vle di voye lapòs 1st. Se konsa, koulye a, nou bezwen tcheke valè 'Field Stage' jaden pou deside ki lapòs pou voye.
eng
Check other field(s) of selected records: To add a client to the sequence, sales person will just set the field ‘Is New Client’. So ‘Onboarding Stage’ will not not be set by default. If it is not having value, means no mail is sent yet. If its Stage 1, means 1st mail is sent. So now we need to check value of ‘Onboarding Stage’ field to decide which mail to send.