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erika002 Workflow on opportunity: 1 day after close date opp when not updated for a week
Hey,
I'm trying to put up a workflow rule where I can send an email and update opp. status on lost when the opportunity has not been updated a week before the close date and the opportunity status is still open (another workflow sends an email a week before to opp owner to update opportunity).
I have now:
(TODAY() - DATEVALUE (LastModifiedDate) >7 && ISPICKVAL( StageName , "Qualified") && ISPICKVAL( StageName , "Desgined") && ISPICKVAL( StageName , "Proposed") && ISPICKVAL( StageName , "Deferred"))
+ time dependent workflow= [0 days after opportunity: Close date]
It doesn't work, can somebody help me with this?
Thanks!
I dunno why I'm even bothering to help you with this after you STILL owe me that beer for the last time...
Anyway, lemme take a crack at it
Here you go... If you just change the Dates on the first Time Dependant WF-Action from 15 to 7, and change the second WF-Action from an Email Alert to Field Update you should be all set.
Oh yeah, and if you're going to Dreamforce you're buying me one of these->