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!