Salesforce Project Task Email Alerts

Benefits

• Save time by sending out pre-formatted client communications at the completion or start of a milestone or task.
• Ensure professional, timely communications that adhere to your project delivery or governance processes.
• Simplify and connect third party work teams or systems.

Features

• Quick and easy emails sent right from the Task or Milestone record.
• Create project email templates that reference any related fields.
• Use any pre-existing Salesforce email template folder.