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Send e-mail on customer status change

edited Jan 3, 2020 1:16AM in Search / Reporting 5 comments

Having issues with a saved search.

I'm trying to get it to e-mail me when a customer's status changed from LEAD-Unqualified to CUSTOMER-Closed Won

I can get it to e-mail me when the Status changes, but as soon as I try to define the value, I don't get any e-mails.  I've tried various combinations of:

Field: Status
When Old Value is: LEAD-Unqualified
When New Value is: CUSTOMER-Closed Won

Field: Status
When Old Value is: Unqualified
When New Value is: Closed Won

Field: Status
When Old Value is:
When New Value is: CUSTOMER-Closed Won

Field: Status
When Old Value is:
When New Value is: Closed Won

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