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Rachel Linder 8
I need a workflow rule that will send an email when someone is added to the opportunity team and when it is not a specific opportunity record type?
I am trying to write a workflow rule that will send an email when an opportunity team member is added to an opportunity. I have a rule working that will send the email based on criteria. But now there is a request that it does not be sent of the opportnity record type is ABC type. How would i update the rule? This is what i have currently.
how about by adding filter?
Regards,
LinThaw