can we receive an email alert to close a deal?

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Messaouda

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Posted 3 years ago

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QuickBaseCoach App Dev./Training, Champion

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Probably. Can you describe who should receive the email and under what circumstances the email should be sent?
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Messaouda

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Thanks for you prompt reply.
I would like to receive an email notification when the "close deal date" approach in order not to forget to close the deal.
thanks
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QuickBaseCoach App Dev./Training, Champion

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What you would do is to make a report with a filer to catch the deals which are close to the [close deal date].  Then once you have the report built, run the report and use the "More" button at the top right of the screen to subscribe to have that report come to you each day.
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Messaouda

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thank you, I'll try this and let you know!!!thanks again and happy new year!