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.