It's possible now to add delayed messages that will be sent when deal gets stale in specific stage.
Instead of being triggered by progressing deal to new stage, Emails and SMS templates will be sent after selected period of days. Deal updates and notes would be recorded.
How to setup
To setup Email and SMS Templates you want to use, go to Settings > External Notifications and configure message you would like to be sent.
To apply it:
Go to Settings > Workflows
Open the one you wish to edit
Then set number of days when deal will be stale in a stage
Add the notification template to the stage from the "Automate" button
In pop-up window, turn on the second switch to activate the option
Save the changes
You can also adjust sending options for existing templates by clicking on them and adjusting switches in pop-up dialog.
Stale automations can be told apart from move deal automations by their icon.
Bell with white "z" inside is when a stale automation is used.
Note: "stale" deal status can only apply to open deals. This automation cannot be triggered for "settled", "paused", "lost" or "won" deals. Also, the imported deals will not trigger automation.
Please note that one SMS has a limit of 160 characters. If SMS notification is created to have text over that limit, this will use two or more of your SMS credits (depending on the size of the message).
You can check the character length of your messages for free here.