Is there a way to create a workflow that creates a task for the deal owner each time there has been no activity for some period of time?
Similar to deal rot in other CRMs?
I want to make sure that our sales reps are constantly staying up to date with their deals or invite them to move them to another stage in the deal pipeline.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.