More 'Insert Field' options in email (automation for Internal Reporting)
Gianluca Vandenberg
Posts: 3
When setting up an email template, the options to provide info about an organization/deal are limited. It would be beneficial for internal reporting. Like Organization Label, Organization ID, history (and values) of deals. Or even create snapshots of reports at the end of a month.
An example would be to report Won/Lost deals, or stages before. Without having to go into PD and look for previous deals to see if we gained or lost in order size.
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Comments
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Hi @Gianluca Vandenberg thanks for sharing, I'll pass it on. How do you now solve this?
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