i created this this rule in sandbox. I also created some test Leads, but it does not trigger.
The rule should trigger if a new Lead get´s older then 1 day without any actions from the Sales Manager.
Email Deliverability is set to all emails.
Any ideas?
ISPICKVAL(Status, "New")
&& ISPICKVAL(LeadSource, "Warmer Lead")
&& DATEVALUE(CreatedDate) = TODAY() +1
답변 11개
Awesome @Akhil I skipped the time trigger workflow. @Frank you can use time-based workflow action for the same.
1. Create workflow on Lead object and set criteria to fire only on created .
2. First deactivate the current workflow rule and then add time based trigger
3. Add Rule to fire on 1 day after created date
4. Add email alert.
