Skip to main content

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”.

Hi @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.

Reply


Terms & Conditions