Trigger an email template when a deal has been in a specific stage for a set number of days.
Roger and Renee Posts: 2
edited July 2022 in Ideas and Product Feedback #1
Brad Krause_13404 Posts: 432edited February 2022 #2
If you turn on the 'Deal Rotting' feature for the stage you may be able to utilize that.0
Roger and Renee Posts: 2edited March 2021 #3Brad Krause said:
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.0