Email notification escalation service

Hello!

I tried to make a new rule, if a ticket or a oppprtunity is closed by a different member as the assigned user of the opportunity or the ticket, but this does not work as I want, because now we get hundreds of mails for ALL opportunities . How can I solve this???

  • 0

    Id suggest you create a field against opportunity to say if the email has been sent or not and then populate this for your existing oppo's and add a condition to your rule to only send if this field is null and then a second rule to populate the field afterwards.

    This would mean the email would only send once per oppo and would stop it from sending for existing ones.

  • 0

    It looks like in your actions your oppo_slm_infomailsend should be set as Y not N.

    Then you might one opp_status <> 'In Progress' AND oppo_updatedby <> oppo_assigneduserid as part of your condition (e.g. Opportunity is not 'live' and it was updated by someone other than the assigned person