02-25-2015 11:45 AM
Here is the scenario:
I have a group called Lead and another one called Old Lead. Contacts with the status of Lead and last edit date greater than 30 days go in the group Old Lead. When a contact falls into that group, I would like to automatically create a task for the account executive in charge of this contact with an alarm. This way, if you forget to follow up with a lead, you will get a reminder.
Is there a way to achieve this?