Today, in Saleslink there is a function to setup users to receive emails when new leads or opportunities are created. However, this process does NOT work for iQuote opportunities for some reason even though when a quote is created in iQuote it creates an opportunity in SalesLink. My idea is to fix this gap so that when a sales rep creates a Quote in iQuote it will send the email notifications when properly setup in the SalesLink Exec-->Manage Lead/Opp Recipients menu.
How often would this idea be used? | Daily |
How much time would you save when the idea is implemented? | It would save hours of work |
How many people at your company would benefit from this idea? | A Team or Group of People(5-25) |
What problem is your idea trying to solve?
Notifications for new quotes created in iQuote. |