Execute Dialog and output

Execution of Dialog is depends on what options you have selected while configuring the Dialog.

• Open Lead record and click on Start Dialog.
  
• Select your Dialog and click OK.
  
• Select Your template from the first screen and click next.
  
• Select Document sending option from the next page and click next.
  
• Select what you want to do with Temporary Document and click next.
  
• Dialog completed successfully, click finish.
  
• Under Lead click close activities and you will see sent email here.
  
• Open email and you will see the attached document.