The Stale Opportunity trigger: follow-up for deals nobody touched
GoHighLevel can start a workflow when an opportunity has sat in a stage for a set number of days, which turns forgotten quotes into automatic follow-up.
2 nuggets about workflow trick in GoHighLevel, newest first.
GoHighLevel can start a workflow when an opportunity has sat in a stage for a set number of days, which turns forgotten quotes into automatic follow-up.
The Wait step can pause a workflow until a set time before or after the appointment itself, which is how reminders stop arriving at the wrong hour.