How can I automate an email notification to the manager in Frappe CRM if a lead is neither converted into a deal nor contacted within 24 hours?
How can I automate an email notification to the manager in Frappe CRM if a lead is neither converted
Have you tried using Notifications?
In New Notification set type as Email, Select Doctype as Lead, set send alert on, add conditions, set sender, set recipient.
please share in the brief what condition we need to add send aleart on it shoudl genral like if we have 100 sale perons if they didnt react out to the lead within 24 eamil shloud g to manger
On lead if you have created an Opportunity. Setting following will send an email if status is not changed to converted after 24 hours.
Select
Send Alert On = After Days
Doctype = Opportunity
Reference Date = creation (Created On)
Days Before or After= 1
Condition = doc.status != “Converted”
Add another alert.
For lead/opportunity not handled within 24 hours set everything same with reference date as last modified and remove condition (keep it empty)