We have users who move opportunites to Lost stage and a couple of days later create a new one for the same account. I am trying to create an email notification that will alert managers when an opportunity is created within 30 days after they closed Lost another one for the same account. Need some help! thanks!
13 answers
In a Workflow Rule the Formula would be like this
AND(
ISNEW(),
TEXT(Type) = "New Deal",
( TODAY() - Account.Last_ClosedLost_Date__c ) <= 30
)
