Hello,
I am a sales manager and I want to go to my sales people's open opportunities and send an email from me, the manager that tells the customer if there is anything that I can do from a management perspective to help them make a decision please let me know.
Anyway, I want to semi automate this so I want to go in on a weekly basis to a specific sales persons opportunities that are open, then select the customers and with a few clicks send out this email.
What is the best way to set this up.
On a side note I have created an email template but unfortunately it is not pulling in the fields correctly . I do have an support ticket open .