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Sales Stage Email Notification Processes RRS feed

  • Question

  • Hi,

    My team and I had successfully set up a Process in CRM Dynamics 2012 that would send a contact an email when the sales stage was set to 'Quote Finalisation'.

    Since we have upgraded to Dynamics 2013 this process no longer works. 

    Has there been any changes to the way Processes work for Sales Stages?

    Or is there any other way we could set up email notifications when an opportunity is on a certain Sales Stage?

    Thanks in advance,

    Steph

    • Moved by PWMatherMVP Thursday, January 9, 2014 11:16 AM better suited forum
    Wednesday, January 8, 2014 12:19 AM

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