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hudini reporting off old opportunities. . .
HI i'm looking to do something that i'm trying to understand why noone has hit yet as an issue.
we're looking to report off opp's that were closed a year ago - and no new opp has been created for that account within that time.
basically - we need a search to see if a new opp was created and if not to create an open opp that we can use a workflow rulel to generate an email ...
any ideas?
thanks !
Hudi
hfalik@aish.com
we're looking to report off opp's that were closed a year ago - and no new opp has been created for that account within that time.
basically - we need a search to see if a new opp was created and if not to create an open opp that we can use a workflow rulel to generate an email ...
any ideas?
thanks !
Hudi
hfalik@aish.com