Hello. I wanted to know if there's a way to set a notification that pops if a sales agent hasn't had an activity (in this case a visit) logged to an specific lead in the last 7 days.
For example, if I visited the lead X on September 1st and haven't comeback after it, on September 8th I should receive a reminder to visit him. And in the same case, if I visited on Sep 1st and then again on September 5th, the notification then should only appear on September 12.
1 个回答
Steven Trumble (Strum Consulting) 
Forum Ambassador
You could run scheduled flow to look at last visit date and if it is more than 7 days create a task or send an email
