Email the deals nobody has touched in two weeks

Deals go quiet without anyone noticing. Every Monday at 9:00 this finds the open HubSpot deals nobody has touched in 14 days and emails the sales manager a table of each deal, its owner and its amount, with what they are worth together.

When every open deal has had activity, nothing is sent.

Run every Monday at 09:00.Run every Monday at 09:00.

Sales manager's emailSet sales_manager_email to blank.

Open deals nobody has touched in 14 daysFind deals. Save it as quiet_deals.HubSpot

If quiet_deals.total is greater than 0If quiet_deals.total is greater than 0

Yes

Table of quiet dealsMake a table of quiet_deals.results Save it as table.

Email the sales managerSend an email to sales_manager_email. Save it as digest. Subject: Deals with no activity in 14 daysThese open deals, worth quiet_deals.total_amount_display together, have had no activity in 14 days: table.htmlGmail

No

No steps