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Get Notified on Idle Dates on an Opportunity
Get Notified on Idle Dates on an Opportunity
Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

With the Swantide Workflow "Send an Email Notification on Idle Opportunities," you have the ability to receive email notifications when a date field on an Opportunity remains unchanged for a specific number of days.
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Suppose you have a field named "Stage Changed Negotiation." In that case, you can now specify the number of days after which you want to notify representatives that the date has passed. This notification serves as a reminder for them to either advance the Opportunity, update it, or close it out by taking action on the Opportunity.

In the example below, I have inputted the number 20, therefore, when an Opportunity is in the stage "Negotiation" and the Stage Change Negotiation stage is set on 1/1/2023, on 1/21/2023, as a rep, I will receive a email notification to make updates to the opp.

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