Is it possible to send automated emails on a shared prospect folder?

Overview

You are trying to send an automated email on a shared prospect, but you are getting the following message:

"This email couldn't be automatically sent because the prospect is a shared prospect."

You are wondering if there is a way to automatically send emails to shared prospects.

Solution

No, there is no way to automatically send emails to shared prospects or shared folders. Playbooks will always force automated emails to manual mode in such cases. This happens because Playbooks won’t know who the email should be sent from until a rep takes charge of that record.

Playbooks will not keep you from adding the emails, but they will never auto-send while in a shared folder.