Introducing Outlook Customer Manager

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Regular Visitor

Hi!

I'm starting to use OCM, in order to implement it in my company. I was wondering if it is possible to notify the Business Contacts of deals, notes, tasks, etc. when I associate one of those things to a contact? Example: I create a new deal, and I associate it with one of my Business contacts, when I have finished creating the deal, I want an email to be sent automatically to the contact notifying him/she of the deal I just made with them. Is that possible in any way?

Thanks!

1 Reply
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Hi Everardo,

 

Greetings. It is my honor to reply to your case here.

 

It is not feasible to automatically notify the contact. However, if you do not think it is a little troublesome to manually send an email to the contact, it can be a method. thanks

 

Regards,
Alan