Duplicate Phone Call Activities from Lead Scoring Process

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Posted on by BenWard

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Hi,

I have created a workflow to create a phone call activity when a lead reaches a three thresholds (50, 60 & 75 points). I have tried creating a timeout condition that forces the process to timeout for one hour and then rechecks the lead score to decide which threshold to create an activity from (to give the crm time to calculate the total of the lead score).

Is there any way to tell the process NOT to create anther activity for the same lead if a phone call activity has been created on or before one hour prior?

Thanks,

Ben

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I would add a new field called Phone Task created with a default value of No, onto the Lead task

when you have created a phone call task you also set the phone Task field to Yes.

Then in you workflow add a check to see if the Phone Task field is No before creating a phone task.

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