Pre-made Automation - When a Project sales status is not updated for 90 days email the project account manager

I'd like to walk you through how to set up an automation for when a project sales status is not updated for 90 days.

First, we're going to go ahead and create a new one Automation.

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Then, select the Automation Type. This will be time-based and we'll set it for 90 days after and we'll just have it start on Monday at noon.

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We'll select Project and Not Updated and then we'll select Sales Status in Sales Status ID and hit Save and Next.

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We're going to email the Account Manager and click Save

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Then, we'll also need to choose a template or create your own. Let's create one named Project Sales Status Check .

You can also insert fields or add the link of the project and click Create.

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Add the template using the plus button

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And finally rename the automation properly to identify.

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Happy Selling!

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