# SAC 360º Automation - Saving the Date of the Last Case

## Creating Custom Field

In this example, a **custom field** will be created to store the **date of the last service**.\
This field will be used later to identify **idle leads** — that is, those who have not made contact for a significant period — allowing better control over the **lead limit over time**.

<figure><img src="/files/e55a9539082dc28de01e2942275e643459de27c7" alt=""><figcaption><p>Custom Fields (Lead).</p></figcaption></figure>

<figure><img src="/files/161433d6721a2ec5c3d5398ff0d9dde4ee85b326" alt=""><figcaption><p><em>Creating a Date type field.</em></p></figcaption></figure>

## Configuring Automation

The automation must contain the following minimum settings:

1. A title, which will be displayed in the automation list.
2. The action **Update lead data**, with the token `{function=today}`, to record the current day in the lead's field.
3. Limit the automation execution to services with the status **Completed**.

Then, just save the automation, and start it for the services already opened.

<figure><img src="/files/7a8f541a0783a88bafcbc89746c4b2b32d4a96f9" alt=""><figcaption><p><em>360º Customer Service Automation.</em></p></figcaption></figure>

<figure><img src="/files/57b0858a867041aec58581363c159f9dc5897cc9" alt=""><figcaption><p><em>Action <strong>Update lead data</strong>.</em></p></figcaption></figure>

<figure><img src="/files/e0ac65e5425acfe08d0f72564e441dad0e6608b6" alt=""><figcaption><p><em>Limit to the statuses.</em></p></figcaption></figure>

## Filtering leads who haven't contacted in months

To filter all leads in the database who **have not made contact for more than X days** (or **have made contact less than X days ago**), it is necessary to create a **segment with filter**.\
When a segment has filters, it becomes **dynamic** — that is, all leads that meet the defined conditions will be **automatically included** in that segment. For this example, the condition **'The value of the lead field...'**.

This allows, in the future, the creation of **automations** from this group of leads, such as a **mass deletion** or the application of **follow-up strategies**.

<figure><img src="/files/65d3b71a1b05b465f5685e10c75eae08609ef625" alt=""><figcaption><p><em>Defining the segment name.</em></p></figcaption></figure>

<figure><img src="/files/b0e19eea6bb7ebd50d7ddf9f4d113eb11708aa24" alt=""><figcaption><p><em>Filter Conditions.</em></p></figcaption></figure>


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