Auto generate email to client upon adding a category
Could we please have the option to set up an automatically generated email when adding a particular category to a client. Specifically we are wanting to generate an email from our BDM when the Investor category is added to a client, as a way of introducing the PM team.
1
vote
Julian Augustini
shared this idea
Hi Julian
Thank you for your Suggestion!
We are happy to let you know that this functionality is already available in Box and Dice.
For further details, see the Knowledge Base article: https://boxdice.zendesk.com/hc/en-us/articles/360000519615-What-are-Auto-Alerts-
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Kylie Neal
commented
Hi Julian, I'm pretty sure you can already do this with the Auto Alert Client>Category Added.
Kylie