Community
Showing results for 
Search instead for 
Do you mean 
Reply

Email Group after Closing Opportunity as Won

New Member
Posts: 6
Country: USA

Email Group after Closing Opportunity as Won

Back when I was using Salesforce as a group, there was a feature that allowed a group email to be sent out when a sale was closed as won.  Created some friendly competition.

 

Is there a way to do this in ACT!?  Or at least a way for it to notify myself as a sales manager?

Bronze Contributor
Posts: 1,393
Country: USA

Re: Email Group after Closing Opportunity as Won

Would need to know what version you have, but if it is 2013 or 2014, you can create a smart task that will notify you and send out a group eMail.  I assume the eMail would be to other sales reps, who would also be users.   I have not used Smart Tasks yet, so I don't have much experience.  I've just read what it should be able to do.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013