07-19-2012 02:31 PM
I am trying to manage my opportunities by using Smart Tasks. The funtion I want is to give me a notice to call a customer if the opportunity status box is marked "open".
For some reason, there are NO premade templates in my smart tasks and so the template that should be there named Opportunity Follow Up, which I am assuming is what I need although I have never seen it, is not available to me.
I attempted to create my own template but when I got to "Edit Criteria" I tried to use FIELD TYPE-"opportunity", FIELD NAME: "status", OPERATOR: .....and I wanted to make it so any status that was marked open would be targeted, but I cant. There is not an option in the Operator box that will work.