is it possible to have the peer approval email always include an additional email address as well as the email address of the person requesting the peer review.
when the quote is approved we would use this additional email address to always send the approval to a sales administrator for processing. currently only the salesman requesting the approval receives notification of approval.
Take a look in tools/options/quotevalet/QuoteValet setup/activity notifications.. Any options in the first drop down?
S
Scott Mickalide
said
over 5 years ago
we do not use quote valet. thanks anyways
Matt Rose (matt@prestigequoting.com)
said
over 5 years ago
Build 6 contains new options around email templates, including ability to CC/BCC common types of email QW generates. Perhaps that could help? Been very useful for some of my clients.
Scott Mickalide
is it possible to have the peer approval email always include an additional email address as well as the email address of the person requesting the peer review.
when the quote is approved we would use this additional email address to always send the approval to a sales administrator for processing. currently only the salesman requesting the approval receives notification of approval.