Hi everyone!

I want to save time and limit the risk of error when I won a deal.

Let’s say that I have a deal and there are products attached to it.

When I click the deal is “won”, is it possible to send an automatic email to a colleague and include this information :

  • Company name + info
  • Contact name + info
  • All products ordered in the deal

This would be a “purchase order” from the customers that doesn’t use PO.

Thanks for your help!