Question

Workflow Automation / ToDo reminder

  • 16 September 2021
  • 2 replies
  • 35 views

Userlevel 1

I need help with creating a reminder for my sales reps to regularly check in on customers. 

 

 

I need the workflow automation to find all companies that zip code begin with 790 and have not been contacted in 180 days create a todo for the owner in copper to contact them.

 

 

 

 


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2 replies

Userlevel 3
Badge +1

@bmenasco unfortunately, the zip code field is not available for check once a day trigger type. 

An alternative solution would be to regularly audit via the list view filter. Although this step would be manual, you could semi-automate creation of reminder tasks by bulk editing a checkbox.

The rule would be setup like below, after you create the custom field checkbox

 

Userlevel 1

I will give these a try. Thanks