Hi all,
We often require different teams to perform tasks depending upon the point in the timeline. For instance, when a new deal is added, I require our technical team to perform qualification before the deal can progress. In our other CRM we would have a rule where an email & activity would auto generate for said activity and email them. The reason for the email is due to them spending very little time in the CRM. From what I can tell, only the email owner, creator or deal contact can be emailed. Any ideas?