Email to you
Stale leads
A lead still new or open after three days is emailed to you. Won, lost, and closed rows are skipped. A sheet with a close date is a deal, not a lead.
What it reads
Emails you leads still marked new or open three or more days after they were created. A deal sheet with a close date is left to pipeline alerts.
Who hears about it
Email to you. This one never emails your customers or vendors.
Which plans
One of 30 built-in automations. Starter runs 2 from spreadsheets. Growth runs all 30 plus 10 you build, with live connections. Scale and Firm run all 30 plus 40 you build. A custom automation uses one plan slot.