Notification on Deals closed in the last 3 monthsSOLVE
Sep 20, 2020 3:37 AM
I want to know how many deals were closed won in the last 3 months. I want the notification via email. In the single email, it should mention all the deal names with deal owners and deal amount.
I can create a dashboard view, but I want a recurring email for every 3 months.
Solved! Go to Solution.
Sep 20, 2020 6:06 AM
If you have created the dashboard report (presumably a table listing closed won deals) then you can have it emailed to you regualar. Every three months isn't an option currently, only monthly, weekly or daily, but monthly should be better than nothing?
Hope this helps.