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
Solved
How to email customer when Business Opportunity expires?
Best answer by bdoucette
I 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.
I 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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