Set Up an Email Alert

Use Cases:

Automation(Flows)

Prompt

Create an email alert that notifies the Opportunity owner when a deal moves to 'Negotiation' stage.

Related use cases

Multi-step

Auto-Create Renewal Opportunities

Generate next-year renewals on every Closed Won.

“Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.”

Block Backward Stage Changes

Stop reps from moving opps backward — except admins.

“Create a validation rule on Opportunity to prevent Stage from moving backwards (e.g., from Proposal back to Qualification) except for System Administrators.”

Multi-step

Build an Approval Process

Describe the approval flow in plain English.

“Create an approval process for Opportunities over $50,000 that requires the record owner's manager to approve before moving to Closed Won.”