automatic follow up alerts if potential stage doesn´t change in a certain period

automatic follow up alerts if potential stage doesn´t change in a certain period

I want to control the whole sale process through setting a different Lead status or Potential Stage each time the lead or potential reaches a certain milestone in the sale process. The idea behind that is that a change in the lead status or potential stage triggers rules which have tasks that move the sales process forward.

For example, if a Lead asks for a quotation, the Lead owner will set its status as "converto to potential", which triggers a rule that has a task attached to convert the lead to potential and an alert to send the Potential the quotation.

The problem is that I also need to trigger rules when the Lead status or Potential Stage has not changed in a certain period, and I can´t figure out how to do it. For example, if a Lead status remains the same for a whole week, I want that the lead owner gets an alert to do a follow-up. Basically, I want to automatize the handling of bottlenecks.

Does anyone know how to do this? I guess automatic follow up alerts are a pretty common thing to expect from a crm, but I´m not an expert...







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