Alerts & Actions

03/19/18 Edited 12/09/19

I am trying to ultimately set up my sheet to automatically send out Update Request 3 days (or whatever I set) within the "Bid Date" loaded into the sheet. It would be ideal if this update request would be emailed to the contact in "Sales Rep" column and copy (cc) me in the emailed Update Request for all of them. I was told this was possible from a conceptual standpoint when updating to Business edition account... 

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