1. Opportunity is moved to closed other than “close won” when meeting the following criteria
(Opportunity Amount >=$20,000 AND Stage = Proof, Proposal, Commit) OR (Opportunity Amount >=$100,000 AND Stage = Demo, Proof, Proposal, Commit)
2. Opportunity is created or updated with (Opportunity Amount >=$100,000 AND Stage = Demo, Proof, Proposal, Commit)
10 件の回答
no, the email needs to trigger when the stage is changed to Closed but the previous stage is Commit or Proof or Proposal.
