Use Gold-Vision Alerts to Automate the process

Create automatic follow up activities for Opportunities

In this example – when an Opportunity for New Sales is created, an activity to schedule a demo within 7 days is automatically created:

Create Reminder Alerts

Use alerts to remind the sales team to follow up an Opportunity

In this example when the Estimated close date is imminent (ahead by less than X days) and alert if fired to remind the owner of the Opportunity to follow up:

Click here to find out more about Activities and Reminders 

For Administrators if you would like to find our more about Alerting and Workflow please click here