So I have set up an alert email that sends out when a new client has been fully established and contracted.
I am wondering if there is a way to take the contract that is added to the opportunity under 'notes and attachments' and attach it to that alert email.
Thanks!
1 answer
I would really like to be able to do this too, but to my knowledge there is no way to do this without some significant custom code or a 3rd party app designed to do this.
