No Stage Change after Some Days
No Stage Change after Some Days
This rule is designed to send a notification to employees if there has been no stage change in a lead for a specified number of days. The purpose is to identify leads that have been stagnant for an extended period, prompting employees to take necessary actions and prevent leads from becoming inactive or neglected. This rule is designed to send a notification to employees if there has been no stage change in a lead for a specified number of days. The purpose is to identify leads that have been stagnant for an extended period, prompting employees to take necessary actions and prevent leads from becoming inactive or neglected.
Field Name |
Description |
|---|---|
|
Rule Title *
|
This is the name of the rule that you can use to identify it. |
| Automation Group * |
This is the group of automation rules to which the No Stage Change After Some day rule belongs. |
| Lead Activity |
This field specifies the type of lead activity that triggers the rule. |
| Description |
This field briefly describes the No Stage Change After Some day rule. |
| Status |
This field indicates the current status of the rule, whether it is Active or Deactivate. By default, this Rule is active. |
| Summary |
Summary indicates that have to send a summary instead of individual mail of related actions. Ex. suppose multiple employees missed Actions then if you mark it as a summary then the supervisor will be got one mail that indicates his team missed X number of Actions instead of individual mail for each missed Action. |
| No Of Days |
This field specifies the number of days after which a followup activity becomes due. |
| Lead Stage |
Here select the lead stage where you apply this lead |
| No Of Days |
This field specifies the number of days after which a followup activity becomes due. |
| Till action not completed? | |
| Send To |
The recipients of the summary report email, typically include all employees, supervisors, and clients. This field specifies the recipient of the summary report email. |
| Communication Type |
Here you can select The type of communication used for missed follow-up activities, such as email, SMS, or Whatsapp. |
| Autoresponder |
If you have set up an autoresponder, you can select it here to automatically send a response to the recipient(s) after they receive the email |
| Subject |
Enter the subject of the email in this field. Make sure it is descriptive and summarizes the content of the email. |
| Message |
Enter the main body of the email in this field. You can format The text, add hyperlinks and attach files as needed. You can Also, use email templates if available. Once you have entered the content, review it for accuracy and clarity before sending the email |
Email Format:
Excel Format:
