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Topics#Sales And MarketingQuestion de Admin ADP
Admin ADP a posé une question dans #Sales And Marketing
10 juil. 2012, 16:08

How to create a rule that sends email to Owner when Project passes start date

I'd like to create a rule that sends an email to the Opportunity Owner when the project passes the Proposed Start Date and the project Opportunity Status is not started. 

 

For example.  I am an opportunity owner and I created an opportunity 30 days ago, but have not updated the project start status since then.  My project start date was yesterday, so I want salesforce to send me an email and remind me to change the status to Started. 

 

Any ideas how to do this?

 

Here's the rule I created, but emails are not generating.  Any ideas on how to modify this rule?

 

Rule Criteria

(Opportunity: Stageless thanStage 0 - Lead) or (Opportunity: StageequalsStage 1 - Opportunity) or (Opportunity: StageequalsStage 2 - Selling) or (Opportunity: StageequalsStage 3 - Commitment)

 

Workflow Actions

 

 

Immediate Workflow Actions:

No workflow actions have been added.

Time-Dependent Workflow Actions:

See an example

_img src="

https://sites.secure.force.com/img/icon/alarmClock16.gif

" /_1 Day After Opportunity: Proposed Start Date

Type

Description

Email Alert

Projects Past Start date
12 réponses
  1. Admin ADP
    10 juil. 2012, 16:45
    There are many records that exist before this rule was created...and I need the rule to pick up those records as well.  Is there a way to do that?
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