The steps to set an Automation whenever a document is Won/Lost is as follows :
1. Go to Sales Automation > Click on Add Automation.
2. Set a name to the automation.
3. Trigger should be 'Everytime Document Is Updated'.
4. Filter should be 'Document Status Has changed to Won / Lost'.
5. Action should be 'Send Email'.
2. Set a name to the automation.
3. Trigger should be 'Everytime Document Is Updated'.
4. Filter should be 'Document Status Has changed to Won / Lost'.
5. Action should be 'Send Email'.
6. User can configure the email accordingly.
7. Click on Save followed by Save and Enable.
7. Click on Save followed by Save and Enable.
The steps to set an Automation whenever a Opportunity is Won/Lost is as follows :
1. Go to Sales Automation > Click on Add Automation.
2. Set a name to the automation.
3. Trigger should be 'Everytime Opportunity Is Updated'.
4. Filter should be 'Opportunity Stage Has changed to Won / Lost'.
5. Action should be 'Send Email'.
2. Set a name to the automation.
3. Trigger should be 'Everytime Opportunity Is Updated'.
4. Filter should be 'Opportunity Stage Has changed to Won / Lost'.
5. Action should be 'Send Email'.
6. User can configure the email accordingly.
7. Click on Save followed by Save and Enable.
7. Click on Save followed by Save and Enable.
