Hi there, first time here…
I’d like to enable automatic email notifications for any new Notes left on Leads and Opportunities. I’ve looked in Entities settings for Notes, but I can’t see an option there. I’ve also looked at Configuration options under Configuration > Emails> Notification Rules > Create…, but there are only options to create rules for Calendar and Tasks, not Notes.
What I’d like is an automated email sent to recipients whenever a new note is added to a Lead or an Opportunity, with the contents of the Note included in the email.
Is this possible? Any help appreciated.
Digital Producer at Curata Web Solutions
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