05-26-2015 02:20 PM
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?
09-22-2019 10:44 AM
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.
10-05-2019 02:11 PM - edited 10-05-2019 02:11 PM
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.