We are looking for a better way to communicate to a large group when an account is past due or Credit is sending out a demand lettter. I would be nice to be able to create an activity and select "Email Sales Team" when saved.
Mike Love
Not seeing it in production. Maybe a config. key?
Jayme,
Can you show me how to do this?
Hi Mike: We have recently implemented this feature within SalesLink. You now have the ability to CC a copy of the email for an Activity AND for Leads & Opportunites as well, to multiple users by searching their name. Please see the screen shot included for reference.
Thank you.
On a call discussing the process to improve communication to a customers assigned sales reps (notification) for when we have to escalate accounts receivable action. This idea would "greatly" enhance that ability.