Thursday, June 20, 2019

Send an email alert to specific recipients when the Opportunity status is updated to "Closed"

If we want to send an email alert to specific recipients when the Opportunity status is updated to "Closed", it can be done by following Saved Search with email alert: 

  1. Navigate to Reports > Saved Searches > All Saved Searches > New > Transactions
  2. In the Criteria tab > Select "Status" is "Closed"
  3. In the Criteria tab > Select Appropriate type of Transaction (Opportunity)
  4. In the Email tab > Mark the checkbox for "Send Email Alerts When Records are Created/Updated"
  5. In the Specific Recipients add specific recipients from the list. Check "Send on Update" checkbox for any user you want to alert on update
  6. At the "Results" subtab add any field you want so see in results
  7. Navigate to "Customize Message" subtab. In the "Subject" field, you may also add your desired subject that will display when the sales rep receives the email alert. (e.g., Alert: Closed Opportunity)
  8. Set the search to "Public". Enter a Search Title. Hit "Save and Run".
Now specific recipients would be alerted when Opportunity is closed.

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