Rotting Period with Stage change?
Hello folks,
After using the CRM for a few months we have found alerts to be insufficient for complete pipeline management and thus have added a Deal stage called "Needs Attention" to surface rotting deals.
However, I am not having much luck setting up a rotting period workflow where Deals that remain in a particular stage for more than 3 days are moved to the Needs Attention stage.
Any suggestions for how to solve this with a combination of workflows, blueprints, or functions? Thanks to the community, I am now familiar with blueprint SLAs which are almost what we need but they just send out alerts whereas we need the stage field to be updated too.
Thanks,
Anatoly