Is there a way to automatically loose a deal??

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Craig Beaumont
Craig Beaumont Member Posts: 67
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edited April 24 in Workflow Automation #1

Is there a way to automatically loose a deal when a quote has expired.

Scenario: Our quote is valid for 30 days

  1. We send out a quote reminder email a week after we sent it, and set up a follow up task (automation working and in use)
  2. We send another email 3 days before a quote expires (automation working and in use)
  3. We send out email when quote has expired and automatically loose the deal and set up a task (needs automation)

Answers

  • Amit Sarda (AmitSarda.xyz)
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    Do you store the quote expiration date somewhere?

    If so, you can set this up using Make/Integromat.

    If you don't, you can include it as part of the automation that sends the emails with the help of delay steps.

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