Automation for Stale Contacts?

CWS
CWS Member Posts: 1
edited March 11 in Workflow Automation #1

I have certain contacts that I want to follow up with that will not have deals associated. I'd like to be able to automate the creation of an activity so that I am periodically tasked with following up with contacts. Can this automation be created?


If a specific example helps - I'm going to have contacts that have a Label (I think this is the best option?) of "Periodic Follow-up", and if that contact hasn't had any activity from me within 7 days then it automatically creates an activity for me to follow up with them.

Answers