CloudLink Ideas Portal

Create email notifications when new quotes are added in iQuote

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.

  • Tony Lucini
  • Apr 2 2024
  • Needs more votes
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.

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