WORKFLOW - Send Contract to Assigned User
L
Lisa Anderson
Please add the ability to send documents and contracts in a workflow to an assigned *user before they are sent to the client.
We are trying to set up a workflow so when an opportunity is created it sends a contract to the assigned user to review (and make sure all of the custom fields populated correctly) before sending it to the client to sign.
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E
Ehaab Amairi
This is much needed!