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.