Peter Cole - 1 year ago
How is it possible that a CRM cannot actually manage client relations?
Without this feature, we cannot remind account owners via email when there has not been any activity for "x" number of days (i.e. cannot remind account owners to reach out to their assigned accounts if no activity has been logged for 60 days).
We cannot manage our client relations in a CRM? Seems fundamentally wrong....
Andy Powell - 2 years ago
I would use this. My use case is to update the current ARR of an account. I need to filter to opportunities with the current term. Term start and end are part of the opp record. I can't include the date functions in a roll up, so I need a way to flag opportunitie as they come in and out of their term dates as "current". They won't get touched as this happens, so I need process builder to fire daily.