To ensure that the Sales Owners know about a new Opportunity that is assigned to them, you need to configure settings to send automated emails and messages to the Sales Owner/Employee.

To send automated emails and messages to the Sales Owner about a new Opportunity: 

  1. Ensure that you are at the organization level.
  2. Go to Admin > Organization > Organizations > Email/Texts
  3. Scroll to the Employee section.
  4. Click Edit next to the option Create Opportunity. Note: You will notice that the status for Email Text is Off.  
  5. Select these two check boxes:
         a) Turn this automated email on
         
    b) Turn this automated message on
    Note
    : You will notice that the status for Email Text is now On.
    Note
    : Ensure that Email and Mobile Phone fields have accurate details under Employees > Employees > Employee Name > General > Personal Info.
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