1. Create a Saved Search under List > Search > Saved Searches > New.
2. Select Transactions as the Search Type.
3. Add the following in the Criteria tab:
- Main Line | True
- Type | is Opportunity
- Expected Close Date | (select a date range)
4. In the Results tab, add fields as needed and make sure to include the Email field.
5. Under the Email tab, check the box for