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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!

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