Automatically change lead status after 3 days.

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • zdrojak
    Junior Member
    • Nov 2017
    • 28

    Automatically change lead status after 3 days.

    How to set automatically change lead status after 3 days and send email? I know that should be set on the WorkFlow, but how should be set ?
  • yuri
    Member
    • Mar 2014
    • 8669

    #2
    You can do it with BPM tool.

    Click image for larger version

Name:	image_1477.png
Views:	560
Size:	16.6 KB
ID:	32721
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • zdrojak
      Junior Member
      • Nov 2017
      • 28

      #3
      Thank for reply, but where I will find BPM tool ? I can't see on the Workflow.

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        Hello
        Adminisatration > Business Process Management section

        (if you don't see this, update Advanced Pack to the newest version)

        Comment

        • zdrojak
          Junior Member
          • Nov 2017
          • 28

          #5
          Everthink works! Thank you !!!

          Comment

          Working...