Mark deal as lost after followup email is sent
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Hi,
We have an email template which we sent 2 weeks after a quote or proposal has been sent.
I would like to have the deal automatically marked as lost if the deal does not receive any updates within the next 2 weeks.
Is this possible with automations?
Appreciate the help.
Alex.
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Answers
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It depends on how you define 'does not receive any updates'.
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Hi @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
Does not receive any updates isn’t the problem I have.
I would like to know how to set the trigger to start an automation based on a specific email template (or subject wording) that has been sent.
Do you know if this is possible?
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