Sales Manager quote signed notification

Smart CRM & Sales Hub CRM
1

I’m wanting to set up a workflow so that our Sales Manager gets notified when one of the Sales Reps’ deal gets their quote signed. I’m aware the Sales Rep gets a notification already but is there a way to set this up for Sales Manager too?

Thanks!

2

Hi @kgach,

Thanks for reaching out to the Community!

I wanted to refer you this thread where @karstenkoehler explains how to set up a quote-based workflow that will send a notification to a user. I also wanted to share this idea where @dmcal offers a workaround for sending a notification once a quote is signed.

I also wanted to tag in our experts to see if they have any advice.

Hi @jforte, @Bryantworks, @Phil_Vallender - Do you have any workflow recommendations for @kgach?

Thank you!

Best,

Kristen