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JamieBates

Automatic Email Notifications

Posted By

Hi All,

What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone:

Reassigns an opportunity

or

Changes the status and stage on an opportunity?

This would be going to the same email address regardless of who it's assigned too and what stage/status.

I thought an escalation but I'm not sure how or if to write a SQL query and how it'd determine a change in value. Basing it on UpdatedDateTime didn't seem like an option as it may not necessarily mean a change in one of these fields. My only other thought is a workflow which would work better for re-assigning an opportunity but having it email on changing the status/stage would need a workflow action set up for each and every stage/status I believe.

  • 0

    Hi Jamie,

    If you're using Workflow on Opportunities you could also add it as an action to the rules. e.g. My flow might be New Opportunity > Qualified > Negotiation etc. users don't have rights to edit the fields in the 'Status' block at the bottom, so I know they must use the Workflow to in order to change the Stage / Status, so I can add in an action to also fire off an email whenever the workflow is used. 

    Normally I allow the user to change the assigned to as it progresses through the workflow, it that suits with the above then great, you can add in an additional Rule used only for reassigning an opportunity (so the user doesn't want to change the Stage, just who it is assigned to) and add to that an action to also fire off an email (creating Rules etc. is all covered by Sage CRM's link)

    This way you don't need to use Escalation rules and add it in as part of the existing workflow

*Community Hub is the new name for Sage City