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Auto-Email when a potential is closed

New Member
Posts: 2
Country: United States

Auto-Email when a potential is closed

Is there any way to put some automation behind the status of a potential? I'd like to have ACT email a particular department within our organization whenever a lead is closed (won or lost).

Silver Contributor
Posts: 1,813
Country: USA

Re: Auto-Email when a potential is closed

This feature is not available in the current version without add in software.

 

http://www.crmaddons.com/p-36-sales-automation-manager.aspx

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Auto-Email when a potential is closed

The product Jon recommended is great.  However, you could also get a custom AddOn written for about the same amount. Just FYI, altho the Sales Automation Manager can do much more than that...
Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com