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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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Send credit app w/ first quote created
HI there,
I'm not sure this is possible, but if it is, someone here will know! I need to automatically email a credit application to customers with or directly after they receive their first quote from a sales person. For whatever reason, the sales people can't remember to attach the form.
We only want the form to go out after the first quote created for the account, not to old customers.
Is there an easy way to automate the process? Has anyone done this successfully?
Thanks for your help!
Lisa Hall Bates
0