Good morning, I can assign opportunities to owners (using them as a reminder), but I see no result following. I would like to have assigned opportunities to be sent in to Outlook an preferably with a reminder opportunity.
Pleas advise, very welcome.
Chris (obviously VERY unexperienced in CRM ;-)
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Hi Chris,
You could create a basic workflow that would send an email that would be triggered anytime the oppotunity is assigned to a new owner.
Mohamed Amine Mahmoudi
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Super User 2025 Season 1
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Victor Onyebuchi
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