PURPOSE - handles contacts on database who have never ordered for 3 years
Scenario
- Partner does not have an open Opportunity set with sales team 'Dead Leads'
- Partner created more than 12 months ago.
- Quantity of confirmed sales orders = 0 OR no sales orders confirmed in last 3 years
Scheduled Action Config
- Operates every 1 day
- Acts only on partners where all above points are true.
- Closes existing open opportunity
- Creates new opportunity with subject 'Prospect Opportunity' ; Expected Revenue: 0: Expected closing: in 365 days; Sales Team: 'Dead Leads'
If you have step by step screenshots for this it would be great!