Help in workflowmanagement

[roxtec]

Hi,

i want to create a worklow for Opportunities which are over the expected close date but still ongoing in sales stage.

Example:

Opportunity Expected close date is 25.11.2008 and Sales stage is Proposal/Price Quote

the user need to change the sales stage to won or lost or need to change the Expected close date.

With an automatic email i want to remind the user that he have something to do with that Opportunity.

Any ideas on that. Can´t find out how to set up.

BR

[sugarcane]

Hello Matthias,

what version of Sugar are you using? Are you on Pro/Ent or CE? If you are using Pro or Ent, then you can use the Workflow Management in the Admin area to set up the automatic email based on the Opportunity expected closed date and the sales stage.

If you are using CE, then the code can be customized to auto send an email in this scenario. If this is something you are interested in, please feel free to contact us.