I am playing around with workflow. Is there a way to send an email to the sales manager at the end of each week with a list of created opportunities?
Failing that is there a way to send an email to the sales manager when an opportunity is created?
There is something called “Scheduled Reports” which will generate the Report every week. I’m not sure if it has an option to sendit in an email, though.
Sending an email when an Opportunity is created is a simple Workflow, module Opportunities, run for new items, action: send email
Thanks, I will have a look.