Out of date opportunities

[Feno]

Hello everybody,
which is the best way to manage the out of date opportunities?
I mean how can I send an alert when the close date of an opportunity is in the past? When a Sales Rep creates a opportunity he puts a close date. Then the time passes and if he doesn't update the close date, the opportunity will have a close date in the past.
I need something that alerts the Sales Rep that he owns some opportunities that have close date in the past, the best would be an email, or a pop up window.

Can you help me?

Thanks

Feno

[Jakester]

Hi Feno,

A turn-key solution is to turn on the Update Reminders (Setup-->Customize-->Opportunities-->Update Reminders). This will automatically send out an email each week and include a column that lists the # of opportunities that are post-due.

[CRMsimple]

Hey Feno -

Jake's suggestion would definitely be the first choice for this but you can also setup workflow (if available in your edition). I've created a workflow rule based on the Stage being "Open" and then created two time-dependant workflow actions:

1. Task - assigns a task to the user X number of days after the close date stating "Opportunity Update Reminder"
2. Email - sends an email with detailed info about the Opp and a Link to the Opp itself. The name of the Opp appears in the email subject as well (**ALERT** Opportunity Name: {!Opportunity.Name} Needs Updating)

I prefer the method of pushing out "in your face" detail up front instead of users having to click through update reminder emails.

[Jakester]

CRMsimple - brilliant! I just implemented that workflow in my own system. Thanks so much!

[CRMsimple]

You're welcome Jake - glad it was helpful.

[jgoehring]

Very helpful. However, in trying to implement this, how do you set up the task field 'Assigned To' to be dynamic based on the owner of the Opportunity?  In other words, I have my 30 day time-based trigger and started creating my workflow task but I don't want to pick a specific name and dont' want to create a task for each user.

edit: I know as soon as I posted this I'd figure it out.   I forgot about the 'Type' dropdown.

Thanks


Message Edited by jgoehring on 06-18-2008 01:24 PM

[Jakester]

I think the choice is called Record Owner

[jgoehring]

Are you able to use the Opportunity Name tag in the Subject of the task so that it's specific to a particular opportunity?  

[Jakester]

Yes, you can include any fields from the opportunity - just create an email template and insert the fields you want into it.

[CRMsimple]

You assign the task to the Opportunity Owner and the send the email to the Record Owner (Recipient Type)