Business to Business CRMs (B2B)
Business to Business (B2B) based sales tend to be focused on relationships between your company and your customer.
Business to Business (B2B) based sales tend to be focused on relationships between your company and your customer.
You want to create a workflow which automatically informs the delivery team that a Sales Order is ready for them to start working on. This email alert should contain the link to the Sales Order which saves the delivery team time from having to search through the CRM to find the record.