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Automations: Notify Reps of Opps w/ No Activity in 10 Days
Automations: Notify Reps of Opps w/ No Activity in 10 Days
Help your team stay on top of their opportunities with Automated Deal Alerts and Scratchpad Inbox
Anji Patel avatar
Written by Anji Patel
Updated over a week ago

Salespeople have a lot going on in their world 🌎 Often times, opportunities can fall through the cracks if no action is taken. With Scratchpad Studio, Sales Leaders and RevOps can set-up Automated Deal Alerts to ensure opportunities are up to date and ready to close βœ…

Let's do it together!

1. Navigate to the Gear icon in the bottom left corner of your Scratchpad Homepage

2. Select Studio under "Organization"

3. Select Automations from the options on the left

4. Select + Create Automation in the top right corner of the screen

5. Create a name for your Automation and select the day/time you would like the Automation to be sent

6. Select Opportunity as your object and create two conditions:

  • Last Activity is on or before Number of days ago - 10 (This will surface opportunities with no activity within the last 10+ days)

  • Closed is False (This will ensure that the surfaced opportunities are not Closed)

7. By default, the Opportunity Owner will receive this Notification. Select your Delivery Method (Scratchpad Inbox and/or Slack)

8. Include a message with optional variables (ex. Opportunity Name) to provide additional context for the Notification

9. Select Save in the top right corner - and you're done! Woohoo πŸ₯³

Here's a step-by-step video overview:

🚨 Automations are available on paid licenses only

Book a Complimentary 1:1 with a member of our User Delight team today!

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