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.
I have a page on my site where people can select which white papers they want to download. We want to have the links emailed to them, and we want to have a record of which white papers they downloaded in their lead record.
Is there a way to have an email generated with the subject lines of the selected white papers hotlinked? Or something similar that allows for a dynamic email that includes links to only white papers they selected?
I have a page on my site where people can select which white papers they want to download. We want to have the links emailed to them, and we want to have a record of which white papers they downloaded in their lead record.
Is there a way to have an email generated with the subject lines of the selected white papers hotlinked? Or something similar that allows for a dynamic email that includes links to only white papers they selected?
