17 Replies Latest reply on Jun 6, 2018 11:47 AM by Grégoire Michel

    Use Opportunity Contact Role and Opportunity Information

    Yuko Takagi

      I want to create a triggered campaign to send emails to specific contact role on opportunity when the opportunity is moved to closed won.

       

      It looks like this is difficult to do as opportunity contact role - role name is only available to filter when contact role is added to an opportunity.

      When I try to create campaign that triggers on updates on the opportunity itself, I am unable to use role name as a filter.

       

      Does anyone know best ways to use contact role information on the opportunity to send out emails?

      Email can be sent by triggered campaign, or batch campaign.

       

      Please let me know if this question is not clear.

      Thank you.

       

      Yuko