JR&CO
Status Notifications
Pitch Revenue · tbl_rms_status_notification · admin only
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Choose a status on the left, then check the role(s) that should be emailed when a project enters that status — including terminal closes (Closed - Won, Closed - Lost, Plan for the Future, Not a Fit) via the Close Deal flow. Roles are resolved against each deal at send time (salesperson, estimators, watchers, surveyors, leaders, creator, admins) — or add fixed Custom address(es). Notifications fire on both direct status changes and leader-approved moves. While testing, every message routes to the address set in EMAIL_TEST_REDIRECT.

Select a status on the left.