With this option, an e-mail can be sent to a potential customer for every new opportunity, for example. This e-mail could contain special offers made by your company.
Once you have set the task type Observe opportunity and send e-mail you click on Next.
You will get to the schedule options. Continue reading in the Trigger Time / Trigger Task chapter to find out how to proceed.
Click on Next.
The following window will open:
1. "Criteria for opportunity" tab
Once you have set everything according to your wishes, click on Next.
In the end you go on Finish. You created a task to observe opportunities and send e-mails.
