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H, I need help setting up 2 email alerts and the criteria is the following:

 

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 respostas
  1. 20 de abr. de 2018, 19:45
    no, the email needs to trigger when the stage is changed to Closed but the previous stage is Commit or Proof or Proposal.
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