Hi,

we want to set up a workflow for an automated deal follow up on deals that got a quote already.

It should look something like this:

On deal:

If last activity date > 10 days and scheduled activities are past due then send quote follow up email #1. Create and close task to update last activity date.

I just can't see scheduled activities to deals and check their dates to create a condition to do my automation.

Is there any way to do that?

Thanks

Michael