I’m looking to identify a few contacts with a tag (example: Vip) AND if last opportunity closed (won, lost or abandoned) is above 42 days (from last opportunity closed) , create an automatic follow up task for a team. Is this possible?
Best answer by Michelle from CopperView original
@cat_admin, thanks for posting! Happy to help with this workflow automation.
There are a couple of aspects that I want to point out:
So bearing those limitations in mind, your team would have to tag the Opportunity, not the Person. And the resulting Task would be created right away with a due date of 42 days later. And that Task would be assigned to one specific user, not a group of users.
If that’s workable for you then you can take a look at the workflow automation Trigger and Action below!
Notice how Status is set to Not equals Open! This means Won, Lost, or Abandoned will fit the bill here. I chose to do it that way because it only takes up one line, instead of three lines for Equals Won, Equals Lost, and Equals Abandoned.
Notice our three formulas:
CONCAT(name,”-post-close followup”): this takes the name of the Opportunity and adds “-post-close followup” to the end.
assignee_id: this takes the Owner of the Opportunity and makes them the Owner of the Task
DATEADD(CURRENTDATE(),42): this takes the current date and adds 42.
Remember to save and turn on your workflow automation rule!
Hope that helps! By the way, we run a weekly workflow automation Q&A if you ever wanna talk live about it!