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Lead Lifecycle - back to recycling automatically

Question asked by 05fe0272622e31962090a0437e5f21215e07354a on Jan 28, 2016
Latest reply on Jan 28, 2016 by Josh Hill

Hi,

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.

 

Any suggestion?

 

Thank you.

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