Close Winning an Opportunity & Sending a Deal Close email

When you Close Win an Opportunity you can automatically email the customer:

• thanking them for their business

• inviting them to refer other businesses who may be looking for funding,

• copying in Trust Pilot so that the customer gets an automatic review invitation from Trustpilot, asking them to review their experience with Funding Options.

The one page document on the right explains how it works and what you need to do.

Or Click Here to watch a short demo of how the functionality works.