Hi All,
I am trying to create a workflow rule that will send the potential owner an email when their potential record's closing date is the same as today.
This is my flow:
@Potentials
When
This rule will be executed on Closing Date at 08:00 AM
Recur: once
Condition 1
Stage IS X,Y,Z,A,B,C
Instant Actions
Email Notifications
Email Recipients: Potential - Owner
Email Template: Custom made one
I created a test potential record with today's closing date (Nov 1. 2019), but I did not get an email notification that the record's closing date was due today. I changed the execution time of When to 30 mins and 1 hr after the time I made the edit (e.g. Edited rule: 10:30 AM; execution time set to: 11:30 AM) and I did not receive an email notification then either.
Does anyone know what I'm doing wrong?