In our first use case, where the sale is Closed Won and the amount is less than $200,000, we only had one action, which was to create a case for installation. In this second use case, we will see what happens if the sale is Closed Won and the amount is greater than $200,000.
In this use case, we still have to create an immediate action for case creation. In addition to that, we also need to create a new immediate action for the email alert to the manager, and we would also like to have a scheduled action that will take place 30 days from the opportunity close date. Let's see how the second criteria are added to our process:
From the preceding screenshot, we can see the following (the numbers in the following list correlate to the ones shown in the screenshot):
- First, we need to click on Add Criteria.
- Then, we need to set the Criteria Name to Opportunity...
