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Topics#Reports & DashboardsFrage von LEAH Gus
LEAH Gus (Gus) fragte in #Reports & Dashboards
31. Aug. 2016, 14:43

Send email to opportuntiy owner on report

I have a report that runs every week that shows opportunities that are closed but able to be fulfilled because we haven’t received a PO. I need to alert each opportunity owner on this report that they need to obtain a PO for the opportunities on this report so we can fulfill the sale. How do I send an email alert to just the opportunity owners that show up on a report once a week?
2 Antworten
  1. Amber Boaz (Tanium)
    31. Aug. 2016, 15:05
    Sadly that can't be done with a report. Reports are sent to the same folks every time regardless of whether or not they're on the report.

     

    I'd consider auto creating a task rather then relying on them to read a report.
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