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Scheduling a Follow Up

Topic Labels: Automations
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Uzi_Shabat
4 - Data Explorer
4 - Data Explorer
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‎May 31, 2022 11:28 AM

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”.

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Vivid-Squid
11 - Venus
11 - Venus
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‎May 31, 2022 11:49 AM

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.

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