Q: I need to do a memorandum when i close a deal

#1

Hello everyone, i need to do a memorandum when i close a deal live in the bussiness center, a memo that i write and then i can e-mail to the people in the deal.

Can pipedrive do that, i download an extension?

#2

Hey Hector,

Have you already tried out the Workflow Automation on this? Depending on exactly how you want to complete this, I think WA might be just right.