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ChrisNorton.ax307 Workflow: Notify Owner & Manager of neglegted Opportunities
Hi
I have a requirement to send emails to notify the owner and their manager if an Opportunity hasn't been modified for more than 8 and 10 days respectively. The only other criteria is that the stage is Pipeline -10% or greater.
Is it simply a case of having a workflow that actions on creation and when it didn't previsously meet the criteria and having that workflow set a time-delayed action to send an email 8/10 days after creation?
My concern is that, for example, an opportunity is created on the 1st with the stage Pipeline so the rule triggers and sets a time delay action for the 8th. On the 2nd the Opportunity amount is updated, changing the last modified date to the 2nd. Will the time flow rule be cancelled, or will it be pushed back to the 9th?
Any Help or suggestions would be appreciated!
Kind Regards
Chris
I have a requirement to send emails to notify the owner and their manager if an Opportunity hasn't been modified for more than 8 and 10 days respectively. The only other criteria is that the stage is Pipeline -10% or greater.
Is it simply a case of having a workflow that actions on creation and when it didn't previsously meet the criteria and having that workflow set a time-delayed action to send an email 8/10 days after creation?
My concern is that, for example, an opportunity is created on the 1st with the stage Pipeline so the rule triggers and sets a time delay action for the 8th. On the 2nd the Opportunity amount is updated, changing the last modified date to the 2nd. Will the time flow rule be cancelled, or will it be pushed back to the 9th?
Any Help or suggestions would be appreciated!
Kind Regards
Chris
Works perfectly.
How do you identify the Manager of Opportunity Owner in your workflow? That's the part I've been trying to figure out.
Thanks,
Jeff