CRM On Demand - Administration (MOSC)

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Workflows - Opportunities - When new record is saved

edited Feb 21, 2011 1:45PM in CRM On Demand - Administration (MOSC) 6 commentsAnswered
 I'm trying to create a workflow that will trigger when a new opportunity is created. The issue I'm having is that the workflow doesn't kick off when the opportunity is created thru a lead conversion. The users convert a lead and they choose the "Auto-Create New Opportunity" option.... and that's how they create a new opportunity....

When I create a new opportunity using the regular "New" button and filling out the fields myself then it works...

My workflow is supposed to:

- Send an email to X when a new opportunity is created

- Wait for 3 days

- If Opportunity status = 'xxx' then send a reminder to X

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