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isabelv4
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Member since ‎Jan 13, 2023
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Isabel Villarreal

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KatrinaS on January 22, 2019
We send internal notifications to our sales team when a deal has been won and when a customer reaches 'live' stage. This is done via a deal-based workflow. We'd like to add in a link in the internal email notification so that people can go in an read more
4 upvotes
10 Replies
Member
April 07, 2023
Sure thing. In the Automate section of Deals / Pipelines, here's what I did: 1. I selected a stage in the Deal pipeline and clicked on "Create wo...read more
Solved
KatrinaS on January 22, 2019
We send internal notifications to our sales team when a deal has been won and when a customer reaches 'live' stage. This is done via a deal-based workflow. We'd like to add in a link in the internal email notification so that people can go in an read more
4 upvotes
10 Replies
Member
April 07, 2023
Sure thing. In the Automate section of Deals / Pipelines, here's what I did: 1. I selected a stage in the Deal pipeline and clicked on "Create wo...read more
Solved
KatrinaS on January 22, 2019
We send internal notifications to our sales team when a deal has been won and when a customer reaches 'live' stage. This is done via a deal-based workflow. We'd like to add in a link in the internal email notification so that people can go in an read more
4 upvotes
10 Replies
Member
April 07, 2023
Sure thing. In the Automate section of Deals / Pipelines, here's what I did: 1. I selected a stage in the Deal pipeline and clicked on "Create wo...read more
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