Trigger an email template when a deal has been in a specific stage for a set number of days.

 

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  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 25 #2

    If you turn on the 'Deal Rotting' feature for the stage you may be able to utilize that.

  • Roger and Renee
    Roger and Renee Posts: 2
    edited March 2021 #3

    If you turn on the 'Deal Rotting' feature for the stage you may be able to utilize that.

    Hey Brad, thanks a lot!!! I looked into this and found it. Really great feature. I will test trying use the rotting days to automate and send an email from the templates.