Hello,
How would you set up emailing to notify a customer when a Business Opportunity or Sales Quotation has expired?
Any and all advise would be greatly appreciated.
Thanks,
Bryan
Best answer by bdoucette
View originalHello,
How would you set up emailing to notify a customer when a Business Opportunity or Sales Quotation has expired?
Any and all advise would be greatly appreciated.
Thanks,
Bryan
Best answer by bdoucette
View originalI ended up creating a custom event to trigger when a BO or SQ has been closed (status set to closed). Then I created an event action to send an email with custom attributes to get the contact and rep emails.
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