Create a saved search to track opportunities without Sales Activity. This will also show you how to send an automatically scheduled email to keep you updated!
Create the Saved Search
Step 1: Go to Reports> Saved Searches > All Saved Searches > New in NetSuite.
Step 2: Click for Opportunity.
Step 3: Under the Criteria tab, set the following filter:
Step 4: Under the Results tab, add the following fields to Columns section.
Step 5: Go to the Available Filters tab, Filter to: Date Created, Days Open, and Date Last Modified then Save.
Add Saved Search to NetSuite Dashboard
Step 1: Go to your Home screen and click Personalize.
Step 2: Add Custom Search and drag and drop to add to Dashboard.
Step 3: Hover on the Custom Search and three dots will appear in the upper right corner of the box.
Step 4: Select Setup. Search for the name of the Saved Search to add and Save.
Once added you will see the Saved Search loaded, like the example below:
Add Automatic Scheduled Emails
Step 1: Go to Email tab and set Automatic Scheduled Emails.
Check off Send Emails According to Schedule
Check off Summarize Scheduled Emails
Add Specific Recipients
Step 2: On the Customize Message tab, add a custom message and a From email, subject, and message.
Step 3: On the Schedule tab, select the frequency to instruct the system when to deliver the email.