I created a workflow that will send an email to a manager when an opportunity has been closed. The email will include various information about the opportunity (see below) but I would also really like it to include the information from the "Opportunity Close" entity in the "Description" field, so that the manager can see why the opportunity was won/lost. Can anyone walk me through how to do this? Or does anyone have any insight as to whether this can be done?
Notice: Opportunity Closed
The following opportunity has been closed with a status of {Status(Opportunity)}:
{Potential Customer(Opportunity)},{Topic(Opportunity)}, {Owner(Opportunity)}
{Est. Revenue(Opportunity)}
{MPG of Interest 1(Opportunity);MPG of Interest 2(Opportunity);MPG of Interest 3(Opportunity)}
If you have received this email in error, please contact your system administrator.
*This post is locked for comments
I have the same question (0)
