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Nam Nguyen Workflow rule for New Client Email when an Opportunity is Closed-Won.
I've set up a workflow so that a new client email gets sent out to our onboarding team every time an opportunity is closed-won (new client email includes details of the deal). I have it set up as follows:
Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria
Run this rule if the following criteria are met (Opportunity: Stage equals Closed Won).
After an opportunity is closed-won, if the reps decides to go back into the opportunity to update a field, it sends out another new client email. Which field do I need to change so that it does not send multiple new client emails?
Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria
Run this rule if the following criteria are met (Opportunity: Stage equals Closed Won).
After an opportunity is closed-won, if the reps decides to go back into the opportunity to update a field, it sends out another new client email. Which field do I need to change so that it does not send multiple new client emails?
Evaluate the rule when a record is: created, and any time it’s edited to subsequently meet criteria
TO:
Evaluate the rule when a record is: created
There are a number of ways you could do this, the easiest would to be to add a checkbox (which you could hide off the page layout), lets call it ClosedWonEmailSent__c - then add an update action to your workflow that ticks the box. Then add to the criteria ClosedWonEmailSent__c = False - and then it will only run the once!