Email Notification for Opportunities

Updated 3 years ago by dustin keir

When Opportunities are created, modified, abandoned, lost, suspended or won, email messages can be automatically sent to partners and users notifying them of the changes. Maximizer automatically inserts the basic details of the Opportunity in the message so you don’t have to write the email message with Opportunity details each time.

To set up Opportunity email notification, you must create email notification templates in Administrator. You can create separate templates for each action (create, abandon, lost, suspended, or won). Each action can also have separate templates for sending email to partners and users. User notification email is sent to the users identified as monitors for the Opportunity.

For detailed information on how to create email templates for Opportunity notification, see the Maximizer CRM Administrator’s Guide.

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