Thanks for the explanation. But on the second workflow for "send email", trigger is set for any new opportunity creation , should we not set an additional condition to check "status" = "Closed Won" ? Because currently it is setup to send email when you create a new opportunity in any status.
This is what I'm trying to find out. Where did he set the parameter to send email when status was set to closed won. Glad I found your comment. I knew I'm missing something!
there is problem with the second workflow. It can't be set on "create" - create means creating an opportunity here. It should be set to "update", meaning that the opportunity status gets updated to "closed won'. The only other problem is that there is no separate "update" - it is "view or update", which means each time the opportunity is viewed, and email will be sent also?
Can you show how to create a workflow to send emails to the customer when the order is fulfilled and when invoice is up if those two emails are different?
Thanks, You made it's so clear and understandable, well done!
Thanks for the explanation. But on the second workflow for "send email", trigger is set for any new opportunity creation , should we not set an additional condition to check "status" = "Closed Won" ? Because currently it is setup to send email when you create a new opportunity in any status.
correct
This is what I'm trying to find out. Where did he set the parameter to send email when status was set to closed won. Glad I found your comment. I knew I'm missing something!
Well explained!
why your screens are so blurry?
there is problem with the second workflow. It can't be set on "create" - create means creating an opportunity here. It should be set to "update", meaning that the opportunity status gets updated to "closed won'. The only other problem is that there is no separate "update" - it is "view or update", which means each time the opportunity is viewed, and email will be sent also?
Can you show how to create a workflow to send emails to the customer when the order is fulfilled and when invoice is up if those two emails are different?
Thank you!
Receipt, not reciept. Easy mistake. Great video, thanks!