Opportunity alert when inactive days reaches set time?

A sales person asked me if there was a way to set an auto-alert to trigger when the number of inactive days on an open opportunity reached a certain number of days. I thought this was a good idea - send a reminder email... Does anyone know if there is a way to do this?



  • The Task Automation Feature can create a task reminder for either the Opportunity owner or a specified user.

    When choosing a trigger in Step 2, make sure to select "Status is Open and Inactive Days is more than" then choose the number of days that is appropriate.

    See this article for more info.

  • Perfect - exactly what I was looking for. Thank you Samantha

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