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Workflow for new accounts

Workflow account

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#1 kreatiffabian

kreatiffabian

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Posted 25 April 2014 - 02:28 PM

Hi

 

I need help with a workflow.

When I convert a lead into a contact and an account, I want to create a task if nothing happens in the account after 2 days. Sometimes I convert the lead into a account that is a prospect and then i forget to call or make contact. If I dont make an appointment in the calender or a task that i should call I want to see that in my task list after 2 days.

 

Thanks!

 

 

Regards,

Fabian



#2 Administrtr

Administrtr

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Posted 01 July 2014 - 05:57 PM

I guess this should be the reading materials you need. ;)

 

http://zurmo.org/fea...vity-management







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