Hello, I would like to know if there is any option to schedule email in the Automations area. My idea is to schedule a follow up for a lead 2 days after I change it’s status to “In Negotiations”.
Scheduling a Follow Up
+16Hi @Uzi_Shabat
Welcome to the community.
First I would add a field that is Last Modified Time, and set that to watch the Status field only.
Then I would create a new view in the table with a filter on Status = Negotiations and Last Modified time is after, number of days from now 2.
Create your automation to trigger when record enters the new view.
+28Hey
Feel free to reach out if you need any help setting this up.
Login to the community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.