i try to create a workflow rule on Leads. The rule should send an Reminder to the if a Sales Manager does not start working with it.
ISPICKVAL(Status, "New")
&& ISPICKVAL(LeadSource, "Warmer Lead")
&& LastActivityDate = TODAY() +1
I did some tests, but the rule does not trigger. Is it possible that last activityDate is based on the Lead history field. And if there´s nothing logged the rule can´t trigger. I thought a activity would also be editing a phone number or something like that.
7 Antworten
