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Smart Tasks Including Opportunity Fields

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New Member
Posts: 6
Country: USA

Smart Tasks Including Opportunity Fields

Hopefully someone can help me out here. I'm hoping to use Smart Tasks to send out an email to our processing team each time an opportunity gets moved to the processing stage.

 

I can get the email to send out using Smart Tasks but I haven't figured out how to customize it with the fields from the opportunity so right now there's no way for the processing team to know what order it is.

 

Any ideas? Is there a list of merge fields for opportunities I can stick in?

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New Member
Posts: 5
Country: USA

Re: Smart Tasks Including Opportunity Fields

I am investigating the exact same thing.  I'd like to send an e-mail using Smart Tasks, but pull fields from the opportunity to customize the e-mail.  There is a program called KnowledgeSync that I've bought to do it, but it is a pretty sophisticated software program, and I'd rather use something native in ACT.  

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Nickel Contributor
Posts: 278
Country: Canada

Re: Smart Tasks Including Opportunity Fields

[ Edited ]

We have an add-on called Copy Data Between Records which you could use to copy data from the opp to the contact. That would probably help for what you're trying to achieve.

Gilles Cavin
http://www.exponenciel.com
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