Has anyone created a workflow to notify a deal owner when the quote associated with the deal has not been clicked/openend/or viewed by the recipient?
Thank you
Susan
Has anyone created a workflow to notify a deal owner when the quote associated with the deal has not been clicked/openend/or viewed by the recipient?
Thank you
Susan
Hi @SHare,
I love to read your post! Thank you for checking with the Community!
For information and for the future, this might be helpful for other workflow needs, we now have a Workflows Library where you can find examples of workflows to put in place from @MatthewShepherd and other Community Members!
Regarding your question, I’d like to invite a couple of subject matter experts to this conversation: Hi @chris_remotish, @CHawkins and @karstenkoehler do you have ideas of workaround to help @SHare with this specific use case, please?
Also, if anybody else has anything to add and/or share, please feel free to join in the conversation ![]()
Thanks so much and have a fantastic day!
Best,
Bérangère