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Hazard Using Workflow to alert managers of stale opportunities
Hello,
I'm looking for a way to use Workflow rules to inform the Sales managers when the opportunity of a Sales person has been open for a while, but not updated.
I see how this can be done based on the closing date of the Opp, but what about the last modified date?
For example, if an Opportunity was last modified 20 days ago, I would like the system to send out an email with a template of some sort.
Does anyone know how this can be done?
Thanks in advance for any suggestions.
Greg
I'm looking for a way to use Workflow rules to inform the Sales managers when the opportunity of a Sales person has been open for a while, but not updated.
I see how this can be done based on the closing date of the Opp, but what about the last modified date?
For example, if an Opportunity was last modified 20 days ago, I would like the system to send out an email with a template of some sort.
Does anyone know how this can be done?
Thanks in advance for any suggestions.
Greg
You have to create a custom formula field (datatype number).
the formula will be today() - DATEVALUE(LastModifiedDate).
Then create a workflow email alert using this custom field and your job is done.
CHEERS