Hello,
When a lead or opportunity is assigned to someone, I would like that person to receive a notification by Email or notice via Teams. Is that possible?
Furthermore,
In the notification email or message, I would need like to insert the values of some key fields about the lead/opp, for example
- Name of the Lead/Opp
- Primary contact name and email address
- a web direct link to the lead/opp
Hope it makes sense to you. Your kind help is much appreciated.
Thanks,