Time based rule for Potential
Hello,
We currently use the professional edition of Zoho so i don't think this is possible but with the look of possibly moving to the enterprise edition I need to know the following. Since the support team takes a lifetime to reply and struggle to grasp what i'm looking for i think it's probably better to ask here.
I think this may be a custom function since the time based rules don't excute when a record has become dormant - they only seem to run after created, edited or removed.
Basically this is what i want to happen.
IF LAST ACTIVITY TIME >= 14 DAYS
AND
STAGE = 'ACTIVE'
SEND REMINDER EMAIL
It's a simple rule that will give a heads up to our a sales guys on potential enquiries that have been forgotten about. I'm sure there's another user somewhere that will have acheived this.
Thankyou in advance for any help.