Good evening everyone,
I am looking for a solution to export the timeline generated in each Deal, so that I can include it in a report or a PDF and send it via email. The goal is to automatically send this timeline to both the primary contact and the associated company for the Deal.
I've searched through various topics, but haven't found anything that addresses this specific need. I was wondering if it might be possible to accomplish this export via API or with a custom function.
Does anyone have suggestions or could help me find a solution? Thanks very much in advance!
Giovanni