I have a template email I need to send each time a deal is moved to a specific stage. The email needs to provide the names, phone numbers and email addresses for the other participants in the deal. Is there some way to have each deal participant's name, phone number and email address automatically pulled from the existing contact details and added to the email?
I suppose another option (if possible) would be to create custom-fields under the details of my deals. Is there a way I could fill in the name of an existing contact and have custom phone... (More)