Win Deal Notification
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Andy at The Summit
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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
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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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