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Hi All,
How to If a follow-up call hasn’t been completed in 24 hours, an automatic notification should go to the Sales Rep to remind them to make the call.
Thanks
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For example:
Create a datetime field on the "main" entity - "follow up by". Whenever you need, set it to +1 day. Then have a workflow that will wait till that date/time and send an email.
In the workflow, configure a condition step to look at yet another field ("follow up call made".. new field on the same entity)
Now you just need to set those fields correctly:
- When you need a new follow up, set "follow up by" to +1 day and set "follow up call made" to false.. could be done via a workflow, for example
- Whenever a follow up call has been recorded, set "follow up call made" to true
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André Arnaud de Cal...
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