Send a notification when an opportunity is assigned?

Max Classic
1

Is there a way to send a notification to a sales rep that we assigned an opportunity to in Keap?

The notification is an email that tells him he/she was assigned an opportunity.

Thank you!

2

Inside the sequence where you assigned the opportunity, just set up an email and set the email ‘to’ to ‘other’ and insert the rep’s email. Let them know that you have assigned them an opportunity and insert the Contact’s info so they know who the opportunity is for.

Thanks,
Jeff

Please Note - Our office will be closed Monday, Sept 5 to observe Labor Day.

3

What if the opportunity was assigned manually?