Are there options to get email alerts when an oppo...
# administration
m
Are there options to get email alerts when an opportunity has been assigned to you? In this case, you have been set as the sales rep. A bit like on the case form (assigned to)
m
if you wanted this automated, you could setup a workflow on create. If sales rep is not empty, send email to associated sales rep. Something along those lines.
👍 1
if you aren't familiar with workflows you could do the same with reports, but it'd have to be 1 report per associated sales rep if that's the goal.
m
Yeah, I was just wondering if there were out of the box settings we could utitlise, but I don't think there are, or at least I've not seen them.
m
Yeah I don't believe there's any simple solution for this. It's all fairly manual through reporting or workflows. nothing too hard though you can google it and should be able to find useful info