I want to create a field that uses our users and their emails. Right now there's only a handful of fields (shown below) for each opportunity. Currently, when I create an email template I can select "--Opportunity-- Assigned To-"- or "--Company-- Account Manager--."
I want to create another field for opportunities called "--Opportunity -- Salesperson --."
The goal is when an opportunity is created, we want an email sent out to the Account Manager (done), the Assigned To(done), and the Salesperson.
You can reference any field using the ## codes as you have done. But those fields must be in the underlying view used for the context.
Great! I created a user select, slapped it on the opportunity details box, then under the opportunity Entity notification emails in the to box I added #oppo_salesperson#. It works!
Now if I can link a field in MAS to a salesperson field in CRM (as my other post) the field would be automatically populated.
Thank you so much for the help!
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