• how to auto assign to another person if the lead have no action for 24 hours?

    Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…
  • Scheduling Reports

    Hi, everyone!! I need to send out reports to the exec team every Monday. I do not see anything that will allow me to schedule (like you can do easily in SF). Am I missing something? Thanks!