Can this be done in the workflow paid pack?
Whenever the lead’s Status field changes, an EspoCRM Workflow (“after update” trigger) fires that creates a related Task titled “Follow-up – {lead.name}”, assigns it to the lead owner, and sets Date Due to now + 3 days. On the next status change, a second Workflow in the chain runs “Update Related Record → Task” with the filter Status ≠ Completed, automatically setting that same Task to Completed and stamping Date End with the current time. This two-step pattern ensures there is never more than one open reminder per lead—always due in 72 hours—and it disappears the instant the opportunity advances.
Same task (not other associate with the lead) closed after stage is advance to next or another stage.
Whenever the lead’s Status field changes, an EspoCRM Workflow (“after update” trigger) fires that creates a related Task titled “Follow-up – {lead.name}”, assigns it to the lead owner, and sets Date Due to now + 3 days. On the next status change, a second Workflow in the chain runs “Update Related Record → Task” with the filter Status ≠ Completed, automatically setting that same Task to Completed and stamping Date End with the current time. This two-step pattern ensures there is never more than one open reminder per lead—always due in 72 hours—and it disappears the instant the opportunity advances.
Same task (not other associate with the lead) closed after stage is advance to next or another stage.
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