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BeckyPatterson
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Member since ‎Mar 18, 2025
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BeckyPatterson
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March 20, 2025
Reply to Notification when Close Date on Deal is due
Thank you for your response. Unfortunately we only have the starter packs so don't have the Automation functionality available. Something for us to...read more
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BeckyPatterson on March 18, 2025
Notification when Close Date on Deal is due
I'd like the Sales Team to be notified when the close date of their deals is due. Ideally an email would be received by the Deal Owner 7 days before a close date is due, allowing them an opportunity to amend the date or amend the deal stage as appr read more
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