Hi, I've got the feeling I am doing something wrong. I want to create a workflow rule triggering a e-mail notification to the record owner when an opportunity is almost due close date (let's say 10 days). The workflow only gets triggered when a record is created, or when a record is edited and did not previously meet the rule criteria. But I want this rule to be triggered when it meets the criteria (close date <10 days) without having to edit the record because sometimes a record isn't edited in months. Can anyone help me out with this?
Hi I'm kinda new and was wondering how to do the following:
I have the following Opportunity fields:
services
maintenance
passthrough
and contract value which is a sum of the fields above.
The opportunity amount value is now always 0 because it's not used for the reason above. For forecasting reasons etc. I would like to populate the amount field from other custom fields. Any idea how to do that?
Hi I'm kinda new and was wondering how to do the following:
I have the following Opportunity fields:
services
maintenance
passthrough
and contract value which is a sum of the fields above.
The opportunity amount value is now always 0 because it's not used for the reason above. For forecasting reasons etc. I would like to populate the amount field from other custom fields. Any idea how to do that?
Newbie to this but I am trying to create a custom formula for a user defined field that will auto-populate with a text value based on a user defined pick-list selection. Can anyone help...I have not been able to find anything in the help or internet for this.
ex....Region 17 is selected from the Region field; NAME is populated in the Region Manager Field.
We would like to create individual dashboards for each of our Sales Reps so that they can only see their own pipeline and performance. I am looking for suggestions on the best way to implement these dashboards. Any ideas?
