I have a list of deals that I have favorited. Is there a way to get an email notification every time when sales stage changed for all my favorited deals? Thanks
I have a list of deals that I have favorited. Is there a way to get an email notification every time when sales stage changed for all my favorited deals? Thanks
Did you try to configure notifications with out-of-the-box Advanced Workflow?
In case sales stage change event matter and you would like to get statistics/retrospective overview of such an events, then TimeLine Viewer addon could be of use
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
I am not the owner of the deal, can I still use the advanced workflow feature?
What about following the Opp?
Out of the box but will send a notification on every change. Maybe this is acceptable for you?
Bests
Björn Canales Pfisterer
Technical Support Manager
provalida GmbH