Rotting Days for Leads?

Lala Ghahreman
Lala Ghahreman Member Posts: 14
First Comment Photogenic First Anniversary
edited July 4 in Sales CRM #1

Is there a way to add "rotting days" to leads? I'm looking to automate the process of getting notified if I haven't heard back or I need to respond within a timeframe. Thanks!

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited February 2022 #2

    There is currently no way use rotting days on leads [the way we can do on deals]

     

    An alternative may be to create a new pipeline specifically for "leads" within the deals section.  

  • Lala Ghahreman
    Lala Ghahreman Member Posts: 14
    First Comment Photogenic First Anniversary
    edited March 2021 #3
    Boris Tsibelman said:

    There is currently no way use rotting days on leads [the way we can do on deals]

     

    An alternative may be to create a new pipeline specifically for "leads" within the deals section.  

    Thank you, Boris. Appreciate your response :) 

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    100 Comments Second Anniversary Photogenic
    edited February 2022 #4

    Hi @Lala can you do it using workflow automation or we can develop something ad hoc via api

  • Lala Ghahreman
    Lala Ghahreman Member Posts: 14
    First Comment Photogenic First Anniversary
    edited March 2021 #5
    Fabrizio Nicolosi said:

    Hi @Lala can you do it using workflow automation or we can develop something ad hoc via api

    Thank you, Fabrizio. I'm actually working on a custom workflow as we speak. I'll let you know how it goes! :) 

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    100 Comments Second Anniversary Photogenic
    edited March 2021 #6
    Fabrizio Nicolosi said:

    Hi @Lala can you do it using workflow automation or we can develop something ad hoc via api

    Great! If you need help please let me know!

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