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Automate a process for sending a "Thank You" email to members __ days after a lead status = "pending sale quoted " has occurred. 

 

The email is not sent immediately after the status change is saved.

 

This email would be sent X days after the lead status change has occurred.

 

follow up the email if there has been no activity since 1st email was sent
1 resposta
  1. 10 de mai. de 2019, 14:19
    When you create a process builder flow, 

     

    select object to start process and on same screen on bottom is advance setting. this will allow you to do timed action.

     

    select your criteria

     

    go to schedule action, select date and how many days and define action
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