Hi Everybody, has there any options or interface in Salesforce to keep track or set reminders for leads unqualified & opportunities (closed lost) to follow-up and revisit after some months or time and turn them into active lead/opportunities again? Thanks in advance.
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Another option if you want something in the interface, you could experiment with adding a chart component to the Home page showing when there are records that need attention, perhaps a table so you could drill into specific records right from the chart? And if you need something to make these records stand out in a list view for example (especially for Leads as that is typically where they are worked), I love to use image formula fields where the image can be different colors depending on how stale the Lead is (e.g. green, yellow red dot). Using Process Builder to send email or chatter alters on a timed basis is also a great solution.
