Deal Inactivity Alert
Flags deals as at-risk and sends an email alert to owners when no activities have been logged in the past two days.
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Trigger enrollment for deals
When this happens
Group 1
V2 time in current stage is before
Notes last updated is not between today -2d and now
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1. Edit record
Set At risk to True
Click to see configuration
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2. Create task
Create task Please update stage or log new activities
Click to see configuration
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3. Send internal email notification
Send internal email No recent activities for open deal - {{ enrolled_object.dealname }}
Click to see configuration
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End
Description
Sets a deal as at risk and sends an email alert if there are no activities logged in the past two days for open deals.
Categories
DealsNotifications
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