Notifications for expired dealsSOLVE
Jul 10, 2017 8:49 AM
First off, I've searched similar posts and don't think I was able to find the same question, I apologize if I missed it.
I've just started using the free version of CRM + Sales, I'm wondering if there's a way to setup an email notification, like the ones I receive for overdue tasks, for expired deals according to their close date... I probably can setup a task within the deal itself with the close date, but seems like an extra job instead of being automatic since theres a deal property for "close date".
Thanks in advance for your support.
Solved! Go to Solution.
Jul 18, 2017 4:54 AM