attachedapps Support

Product Update June 3, 2016

Send "New Opportunity" Emails

New feature allows you to receive an email when a new Sales Opportunity is created in attachedapps.

In Settings under the MY PREFERENCES tab, any user with Administrator or Team Leader level security can designate whether they would like to receive emails when a new opportunity is created.

From the email that is sent, you have the option to "View in attachedapps".  Clicking on that link will open up attachedapps in your browser, log you in and take you directly to the Sales Opportunity record to view more details about the newly added opportunity.

 

 

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