Win Deal Notification

Andy at The Summit
Andy at The Summit Member Posts: 1 VERIFIED MEMBER
Second Anniversary Photogenic
edited July 2024 in Sales CRM #1

I've managed to trigger an email notification when one of the team "win" a deal. problem is, it has no information about the deal in the actual email so whilst we know a deal has been won, we don't know who won it, whats been won, or the customer detail of the deal? Could anyone help with this please? TIA Andy

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Answers

  • Bobby Cool
    Bobby Cool Member Posts: 25 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    #2

    Hi @Andy at The Summit,

    Have you tried creating an email automation to alert you and your team whenever a deal is won? Using the email action, you can merge all relevant deal fields into the email body for detailed information.

    I hope this makes sense for you!

    Feel free to let me know if you have any questions.

    Best regards,

    Oka Lesmana | www.astersense.com

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