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Status Duration

How to configure status durations to highlight when an Opportunity, Quote, Proposal, Order, etc has been in a particular status for too long

Tom White avatar
Written by Tom White
Updated over 11 months ago

It may be useful to highlight when an Opportunity, Quote, Proposal, Order etc. has been at a particular status for an excessive amount of time.

Info: A status may be configured to do this by setting a duration against it. This may be done for all types of statuses.

Configuration

Navigate to 'Settings', click on 'Workflow Settings' and select your preferred status:

A granularity from days to minutes may be set against any status:


Notifications

If the status remains past the duration configured then the Account Manager, along with their manager (if they have one configured) will be alerted via a push notification. Additionally the edit link on the relevant list screen will gently glow red.


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