I am trying to create a workflow for our office manager, who is responsible for invoicing and contracts to be finished.
My idea - when someone moves deal to the last stage, send an email to our office manager.
I want in body of email
- name of the deal
However, I found, that it is not easy to do
- name of the deal - I could not find this field in [dynamic fields] - only [Deal ID]
- organization- this I was able to manage
- pipeline - only to select show [deal pipeline ID] - not paired to a specific pipeline name
- stage - same as pipeline
Is this currently a limitation or am I just not doing it right?