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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 7 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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