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.
Custom Fields (Lead).
Creating a Date type field.
Configuring Automation
The automation must contain the following minimum settings:
A title, which will be displayed in the automation list.
The action Update lead data, with the token {function=today}, to record the current day in the lead's field.
Limit the automation execution to services with the status Completed.
Then, just save the automation, and start it for the services already opened.
360º Customer Service Automation.
Action Update lead data.
Limit to the statuses.
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.
