I am trying to workout how to do the following and any helps/suggestions would be appreciated.
We have a list of opportunities / Quotes assigned to specific sales people. I would like to set up process ( either automated or with minimal manual intervention)
on a daily basis
Send emails ( we have a standard template - this pulls through few fields ) to all the contacts (related to the specific opportunity)
1. Opportunities older than 7days
2. Opportunities older than 14 days
3. Opportunities older than 21 days
The above should be calculated based on today's (current date) date.
As this will be done by the sale team, would like to work on the simple process or automating this.
Thanks in advance for any help.