4 Replies Latest reply on Jul 9, 2013 3:32 AM by e5edb74a60d32292c0d40b6e0c3f415bc9847139

    Send email to a contact with a specific opportunity role on an opp at a specific stage

    Mark Farnell
      Is this possible?  i.e. when an opportunity reaches a certain stage e.g. proposal, and a checkbox (on the opportunity) has been set to true, e.g. send email x, an email is sent to the contact which has a defined contact role on the opportunity e.g. decision maker.

      My use case is in SFDC.

      My work around is to create a campaign that individuals can be added to when an opp reaches a certain stage.  Being added to the campaign would trigger the email send.  Or potentially to create a check box on the contact record which by checking would simply fire the email.  Any other alternatives if no solution?