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Automated Opportunity Reporting Emails

There is a service in RocketCRM that will automatically send opportunity reports

Joe Tolzmann avatar
Written by Joe Tolzmann
Updated over a week ago

Under the RocketConfig app in the CRM, you can configure automated opportunity reporting to your inbox. The email will also contain excel files. You can choose:

  1. A profile - which will contain the following elements. A profile is intended to send different reports to different audiences.

  2. Add recipients

  3. Schedule Daily, Weekly or Monthly

  4. Choose the Pipeline and Stages to be Included

  5. Choose any of the Custom fields in the Opportunity to be Included.

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