Aug 6, 2020 2:47 AM
Hi @spisalv ,
Have you set up this? : [Automate tasks on deal stages]
If not, what do you mean by "when sending a deal"? It would be great if you could share some more details!
Aug 7, 2020 5:18 AM - edited Aug 7, 2020 5:18 AM
Hmm I am not yet sure how it is happening on your end.
Could you please specify the steps you're taking with some screenshots so that I can test in my account? Specifically I'd want to know the details of "send a deal".