Our second criteria, where the sale is Closed Won and the amount is greater than $200,000, requires an action that takes place 30 days from the opportunity closed date, as per our business use case. In this section, we will learn how to do this.
First, navigate to Scheduled Actions on the second criteria, as shown in the following screenshot:
From the preceding screenshot, we can see the following (the following numbers correlate to the ones shown in the screenshot):
- First, we click on Set Schedule.
- We choose 30 Days After the opportunity CloseDate since that is when these actions need to happen.
- Click on Save to move on to the next step.
Now, let's take a look at how to create the scheduled action, that is, creating a task for the Sales representative to follow up, 30 days after the opportunity close date. Refer to the following screenshot:...