Bob Schumann

Track Opportunity Value

Discussion created by Bob Schumann on Dec 20, 2017
Latest reply on Dec 21, 2017 by Bob Schumann

<reposted from User Forum>

 

Hello,

 

I would like to track or at least capture when an opportunity value has been changed.  We are using revenue line items and the Enterprise Cloud version.

 

I have made a custom Pipeline value = Likely * Custom%  .  When a user makes changes that result in a new Pipeline value, I would like to track it or email this change to the salesperson's supervisor so that we can see progress on sales projects.

 

Any ideas on how to do this?

 

I tried an automated workflow alert email but 1) Past and Future *Pipeline value came out to be the same and 2) I could not figure out how to email the supervisor.

 

Ideally I would like a field in opportunities that had the previous value. 

 

Thank you in advance.
Bob

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