Hi Community,
I'm new to Alteryx and need some help with this use case (my 1st post). Based on an input file (Sales Leads.xlsx), I'd like to email the sales reps an Excel file with their prospective customer contact info. I was able to create the files (one for each of the sales rep) and include the customer name and contact info in the Excel file. For example, the file for David is named "David_20221022.xlsx" so that he can tell the file was created on Oct 22,2022. Please see attached. However, I'm stuck on how to do the email portion. Any help would be appreciated!
Thank you!
Solved! Go to Solution.
Thanks for your quick response! 😀
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