function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
BrookeBrooke 

Generating a sales order checklist when an opportunity is won

Hello!
 
What is the best method for creating this process?:
 
When an opportunity is won, and they save it, have a prompt or link to complete a sales order checklist, something our sales team has to do after every sale. It's in Word now, and they have to re-type much information that is already a part of the account. Then just more info about the purchase itself, like how much it's for and what it's for.
 
That information, whether it stays stored in SF or not, needs to be emailed to a few people to get processed. 
 
I'm not really too familiar with how to go about this at all - if I need to recruit a developer to help me or it's something I can do through Setup > customize.
 
Thanks!
brooke