Jobs

Recalculates lead and health scores for all accounts and contacts.

Sends notifications for deals with close dates approaching.

Sends notifications for tasks that are past their due date.

Sends territory reps a daily digest of account health changes (degraded, improved, and at-risk accounts).

Rotates territory assignments based on configured rotation rules.

Identifies and flags accounts with no recent activity.

Detects tasks that have not been updated within the expected timeframe.

Emails a weekly sales summary digest (pipeline, won/lost deals, at-risk accounts) to org users.

Expires credits that have passed their expiration date.

Permanently removes tasks that have been soft-deleted beyond the retention period.

Captures a point-in-time snapshot of churn risk across all accounts.

Reports on accounts with no sales activity in the past week.

Expires pending approval requests that have exceeded their time limit.