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Opportunity Alert

The Opportunity Alert task will send an email reminder when an opportunity meets certain conditions.

1. On the Users tab, select the Record Managers of the opportunities to monitor.
    
2. An email will be sent to the Record Manager's Email Address.  Additional email addresses can be CC'd, separated by a semicolon.
   
3. Opportunities can be monitored by Quick Conditions or an Advanced Query.
   
   Quick Conditions are:
   1. Days before Estimated Close Date
   2. Probability above Value
   3. Total Opportunity Value above Value
4. The Fields tab allows you to select fields to be included in the email body.  Highlight the field in the Available Fields column and click on the right arrow button to add to Selected Fields.  Highlight the field in the Selected Fields and click on the left arrow button to remove the field.
   
5. The Additional Info tab allows you to specify the details of your email message. Enter the email subject and body. Field information from the previous tab will be included after the email body.
   
6. Check the box to have the opportunity alert be emailed only once when it has met the conditions.  Otherwise, every time the task is run, and the opportunity meets the conditions, an email alert will be generated.
   

See also