Hi there -
I am trying to build a workflow where, when a deal is moved into the 'Closed Lost' stage, an email is automatically sent out to the contact on the lost deal with a survey.
A few questions:
1. When building the workflow, would the enrollmenmt criteria be as simple as when deal stage = Closed Lost, the email goes out?
2. If there are multiple contacts associated with a deal, who will get the email? Will it go out to all? Is it possible to build in some functionality so our sales team is able to choose who gets the email?
Thanks in advance!