This blog will show how users receive emails when any Opportunity is marked as Won. For this, we will create a workflow, and we will have it called at a time when the Opportunity record status changes. Follow the below steps to create a workflow:
Step 1: Go to Settings > Processes
Step 2: Now click the NEW button to create a new process.
➢ Now fill in the below details for the workflow:
- Process name: Give the proper name.
- Category: Choose workflow
- Entity: Select Opportunity.
➢ After filling in the details, click on the OK button.
Step 3: Now, Configure the workflow.
– In this step, we will set the condition to send the email.
A. Set Start When: Check the checkbox for Record status changes. Here we want to call workflow on change of status.
B. Now, we will add steps and actions for the particular condition.
➢ Below are the steps :
1. Click on Add Step and select Check Condition
– This step will check whether the Opportunity is marked as Closed or Won.
➢ Type the description and click to configure the condition.
➢ It will open a pop-up to set condition; set condition as shown in the below image.
➢ After setting the condition, click Save & Close; now, we will add a step if the condition is true.
➢ Select the row below the condition to specify the step.
2. Click on the Add step and select Send Email.
– In this step, we will set properties to send emails, like who will be the receiver and sender and what will be the subject and description.
– Now we will configure the send email step and choose Create New Message if the user wants to create a new email or select User Template to send email via a previously created template.
– Click on Set Properties. It will open a pop-up to set email details.
– Set the properties like From, To, Subject, Description, etc.
– Click on Save and Close.
– So in this way, the user needs to configure the steps for workflow.
Step 4: Click on Save And Activate the workflow.
So in this way, users can set up a workflow for winning Opportunities. Whenever any opportunity is marked as Won, the user will receive an email using this workflow.
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
