Dashboards & Reporting

2645639
Miembro

WORKFLOW FROM STATIC LIST

resolver

Dear friends. 

 

I have made a Static List to keep track of leads that I consider (and entered manually) are about to close a sale. 

 

I would like to use this list to supervise my employees and imprint some accountability. 

 

I wish that my employees (the HubSpot Owners) receive an email whenever the "Last Contact Date" is over three days. That way I can make sure they dont let the clients fall through the cracks. 

 

How can I do that?

 

 

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1 Soluciones aceptada
Nickolas_Bayt
Solución
Colaborador

WORKFLOW FROM STATIC LIST

resolver

Hello @2645639,

 

Capture.PNG

Does this achieve what you are trying to do? It will only notify them once I'm afraid.

 

Thanks,

~Nickolas

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2 Respuestas 2
Nickolas_Bayt
Solución
Colaborador

WORKFLOW FROM STATIC LIST

resolver

Hello @2645639,

 

Capture.PNG

Does this achieve what you are trying to do? It will only notify them once I'm afraid.

 

Thanks,

~Nickolas

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2645639
Miembro

WORKFLOW FROM STATIC LIST

resolver

hello, 

 

Thank you.  I'll give it a try. 

Is there a way we can make it work permanently?

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