Concerning Thank you letter after deal is WON

Andrius
Andrius Member Posts: 2 VERIFIED MEMBER
edited April 10 in Workflow Automation #1

Hello I cant make automation when ever i close deal as WON and i want automation letter folow up to customer email adress. In Trigger i see only deal created deal delted or updated but no option deal is WON.

Thank you

Andrius

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Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,204 COMMUNITY MANAGER
    5 Likes First Answer First Anniversary First Comment
    #2

    Hi @Andrius , the trigger you need is for Deal Updated. When you specify the condition, select "Deal status has changed to Won"

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