I have created a workflow to email the appropriate sales team member a reminder message when the Estimated Close Date of an opportunity is 5 days away. I set two trigger points---one when the opportunity is created--- and one when the estimated close date field is changed because this often happens.
Unfortunately, I am finding that my sales team members are receiving two email messages instead of just one. I need help editing this workflow so that they only receive one email. Can anyone help me with the logic to get the "Record is Created" trigger point to stop if the estimated close date field is changed?
My Workflow Logic is:
Start When:
Record Field changes (Estimated Close Date)
Record is Created
..................................
Timeout until 5 days before Opportunity: Est. Close Date then:
If Opportunity: Status equals (Open) AND (Opportunity: Owner equals (Sales Person) Then:
Send Email
Otherwise, if Opportunity: Status equals (Lost;Won) then:
Stop workflow with status of succeeded.
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