You can laverage this standard functionality: Enabling Opportunity Update Reminders
Available in: Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed To edit opportunity update reminder setup: “Customize Application” OR “Manage Users” To activate or deactivate opportunity update reminders: “Manage Users”
Updated and accurate opportunities drive precise forecasts. Ensure that your opportunities are up to date by enabling managers to schedule opportunity update reminders: automated opportunity reports that managers can customize for their teams. For example, a manager can schedule a weekly report of all the opportunities for the current fiscal quarter owned by anyone on the team and have the report distributed to everyone on the team.
To enable opportunity update reminders for your organization:
- Click Your Name | Setup | Customize | Opportunities | Update Reminders.
- Click Edit.
- Select Enable Update Reminders for My Organization. Remove the check to disable this feature.
- Optionally, select Automatically Activate Reminders for Users with Direct Reports if you want to schedule opportunity update reminders for all your current users and users you add in the future that have direct reports.
- Click Save.
- Check the boxes next to the users you want to activate. Optionally, check the box in the column header to select all currently displayed items. Activated users can schedule an opportunity update reminder.
- Click Activate. Click Deactivate to prevent the selected users from creating an opportunity update reminder.
This enables each user selected to schedule opportunity update reminders for his or her team. You can activate any user that has direct reports.
See Also:
Scheduling Opportunity Update Reminders
