Smart Rule Notifications ( If > Then )
A great asset for Pipeliner and greater efficiency for the whole pipeline process would be a notification system built around smart rules. Email notifications to contacts in PL, and PL users for both internal and external workflow would be incredibly useful.
Rule1: Opportunity Closed as Won
Action: Email <insert comma separated list of recipients message that Opportunity is closed as won>
Rule2: Opportunity Created greater than $xx.xx value AND opportuinty is in Step 4 of pipeliner (create quote stage)
Action: Email <PL User with opportunity details and subject line "Quote Approval Necessary"
Rule3: Opportunity Archived
Action: Email <Contact from PL associated with the opportunity with custom email with link to follow up survey and thank you for your business message>