Hi Community!
Use case: Send a weekly email digest to sales people listing their sales opportunities that are neglected. Sales opportunities exist in CRM with a last action date.
I can extract a list of all opportunities that meet this date criteria, however I am unsure how to build the scenario so that each sales person (assigned user) is emailed only their list of opportunities.
In the following image, I have a bundle for each opportunity. And within each bundle there is a field containing the user id of the salesperson.
The scenario currently extracts all opportunities, creates a HTML table listing the opportunities and I can email that list to someone. But how do I add a step so it iterates/cycles through by each salesperson so they receive individual emails containing only their sales opportunities?
With 500 salespeople and potentially only a handful of sales opportunities I’m also seeking an optimal solution that doesnt have to run the scenario 500 times (once for each salesperson).
I hope that explains is but if you need more info please reply 