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Topics#Sales And MarketingRichard Harris 的问题
Richard Harris (Omron) 提问于 #Sales And Marketing
2014年7月2日 18:54

send email when opportunity stage duration exceeds value

I want to send the opportunity owner and supervisor an email when the stage duration exceeds a certain value.

 

I am not sure how to do this, since it isn't based on the opportunity being edited, so a workflow doesn't seem to be the answer. Moreover, the salesperson manager does not seem to be an availble option in the email alert tool.

 

Ideas?
2 个回答
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2014年7月2日 19:09
    +1 MattB although there is one caveat.  

     

    You can only use the ISCHANGED(StageName) function if the WFR Criteria is set to : created, and every time it’s edited  

     

    However if you do that  then you cannot add time-dependent workflow actions.  Also known in the Salesforce Admin World as the "No Soup For You!" 
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