CRM On Demand - Administration (MOSC)

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RE: Send a mail to user with a list of Opportunity Records

edited Jan 9, 2012 4:37AM in CRM On Demand - Administration (MOSC) 2 commentsAnswered
Hi ,

I would like to send a mail with user owned records(opportunity) ,whenever the opportunity records expected closing date has reached to date then the system should chk is ther any records with the same user and then pull the list and then send a mail to the the opportunity owner's mail address.

i thought we can implement this by workflow, could you plase guide the procee/steps to achive this functionality?

Regards,

Guru.

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