11 Replies Latest reply on Jan 8, 2019 8:15 AM by Sanford Whiteman

    Send an automated email to a specific opportunity after an opportunity is closed won

    Shailendra Dubey

      I need to do following

      Send an automated email to customer from opportunity owner after 2 weeks of close date

      Create task in Salesforce for opportunity owner to call customer after 4 weeks of close date

       

      Now till now i have done following

      Created smart list with filter

      • Is Customer = True
      • Has Opportunity :-> Has Opportunity = True | Stage = Closed Won | Type = New Business

      Is above steps are correct?

      Now in email what I have to added in From Address & Reply-to.

       

      Can anyone help me give direction on this.