Dashboards & Reporting

John-Wick
Member

Workflow problem - Line Item information to be sent

Hi people,

 

Is it possible to recieve ”Line Item”-information throughout a deal in workflow? We would like that, for example the productionline would like an e-mail to be sent when it hits a certain dealstage. It's a saleorganization so preferable would be to get a mix of contact/companyinformation, dealinformation and the line item information.

 

Many thanks!

 

Best regards,

John

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PamCotton
Community Manager
Community Manager

Workflow problem - Line Item information to be sent

Hello @John-Wick welcome to the Community, I will add some top experts to this conversation, @Bruno_Petersen @KTownsend @Dan1 any recommendations to @John-Wick matter?

 

Thank you very much,

Pam

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0 Upvotes
John-Wick
Member

Workflow problem - Line Item information to be sent

Thanks for sharing!

I would think that someone knows if this is possible or not?

 

Best regards,

John Wiksten