Alerts and monitoring
Quotes expiring this week
Every working morning, finds quotes awaiting a reply whose validity ends within the next seven days and, only if there are any, notifies sales to chase them before they expire.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Alerts and monitoring |
| Starts with | Scheduled |
| Steps | 7 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Adjust date | Calculate yesterday | |
| 2 | Adjust date | Calculate the limit: seven days from now | |
| 3 | List quotes | Find pending quotes that expire soon | |
| 4 | Set variable | Count the quotes | |
| 5 | Condition | Only if there are any | |
| 6 | Send email from Filmo | Notify sales by email | › then |
| 7 | Internal notification | Notify the team | › then |
Was this page helpful?