Web form opportunity notification

Method_Jason — Fri, 28 Jun 2013 14:22:33 GMT

We received this email from a user -

What field do I have to add to the web-form to take the user right to the opportunity like in your standard forms. I'd like them not to have to navigate to the opportunity through multiple steps.

Dan,

Unfortunately, I don't believe this can be done in a web form notification email. However, what you can do is insert an activity for your user which will generate an activity reminder email sent 15 minutes before the activity is due. From this email the user can click the link to be taken straight to the activity, and then see the related opportunities in the Recent History tab on that screen.

Jason

Method:Classic General Q&A

Web form opportunity notification