Alerting & Workflow

Sales Automation

Upon Opportunity creation automatically create a series of activities for team members with defined due dates and follow up.

Create an On-Save Alert for an Opportunity

Conditions – When an Opportunity is created

Action – create an Activity.

Configure the relevant fields

In this example, when the Opportunity is created 2 Activities are automatically created:

We have set the Summary, the Owner, the Type and the Due Date via the Alert.

Remind me two months before competitor contract renewal

Create a Reminder Alert for an Opportunity

Conditions – eg: when the Contract Renewal Date is less than 2 months

Action – Raise an Alert , select the Object owner.


If the alert is not firing check to make sure it is has been activated.

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