I'm working on my company's lead lifecycle, which is a bit more complicated that the normal one.
I'd like to move people automatically from Qualified, Won and Lost to Recycling:
- If the lead is qualified by sales but no opp is created in 6 months, the lead should move to Recycling
- If the lead has an opp that has been closed (won or lost), it should go to Recycling after 6 months of that opp being closed.
I think I can do the first one with: If it is qualified and was not added to opportunity in the past 6 months.
For the second one I'm trying to use Opportunity was updated, but that kind of activity is archived after 90 days so can't do 6 months.
A couple of thoughts: