Embedding Email module into Opportunities Module

[terencelhl]

Hi all,

I'm working on embedding email module into opportunities module where opportunities will only be saved after email is sent out.

I seek help on this and your assistance is highly appreciated.

Thank you so much.

[andopes]

What is the reason for such requirement?

Cheers

[terencelhl]

Hi Andrea,

Thank you for your reply. The reason is to ensure users send the email before the opportunity is saved. I also learned, this also be done by Process Manager but unfortunately, the output is not as expected.

To embed this may be hassle but would there be alternative? Below is the process flow for sales users:

1) Create record under Account and Contact
2) Create record under Opportunities
3) Send email (email will be tied to Opportunities)


Thank you very much.