Email Alert Not Triggering When Sales Stage Reaches "Purchase Order"

General Support
1

I’m trying to set up a workflow in Sangam CRM where an email alert is triggered when the Sales Stage of a deal changes to “Purchase Order.” I’ve created the workflow and added a condition using “When a field in the target module changes to or from a specified value.” In the condition setup, I’ve set the new value to “Purchase Order” and left the old value blank (unchecked), as I only want the alert to trigger when the deal enters this stage — not when it remains unchanged.

I’ve also added the recipient (Arunava) under alerts and configured the email body. Could you please confirm if this is the correct way to do it? Also, any tips on how to test this correctly or optimize the setup would be appreciated.

Thanks in advance for your support!

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2

Hi sir,

This is Sanket Barot from JMD eSolutions, Partner of Enjay It Solutions for Sangam crm and All Products.

your Configuration is i think perfect, but need to check mail configuraiton its working or not?

3

Hi Sanket,

Thank you for your message.

Glad to hear the configuration looks good. Yes, please do check the mail configuration and confirm if it’s working as expected. Let me know if you need any assistance from my side.

Looking forward to your update.

4

Sir, aap mail check karke batayee ki vo perfect work kar raha hai ki nahi?

5

yes the mail is working perfectly.

6

Now need to check via anydesk.

Please call me and give anydesk access…