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Time based workflow for lead status updation
Hi,
I have a requirement that if lead status is not updated for 90 days, status should be automatically updated as Inactive and notification should be sent. . How can we achieve this
I have a requirement that if lead status is not updated for 90 days, status should be automatically updated as Inactive and notification should be sent. . How can we achieve this
You can achieve this using time based action on workflow rule, Time trigger can only take values from Date/ Datetime fields so you can create a formula field to popolate the date of status modification as in your case last modified date field won't help as someone can modify the record but they haven't modified or updated status. Let me know if it helps.
Thanks