Automatically set Sales Quotes as lost after X amount of time

[Former Member]

Dear all,

we would like to set sales quotes to lost automatically after a certain amount of time. There is a workflow that ALMOST works, but the action "set as lost" is not available.

Do you know of any other way to accomplish this?

Thank you and best regards,

Martin

[guenter_wilmer · Accepted solution]

Use workflow rule with Field Update for Field Reason for Rejection. This sets the quote to lost.

[Former Member]

Hi Guenter,

works. Excellent. Thank you!