I'm struggling with one key aspect of the following, which I'm hoping someone can help with please;
I wish to send an email Alert if the Lead Status hasn't changed from MQL in 48hours from when it was last assigned to a Sales person (Owner Profile contains 'Sales').
I believe I managed to get all elements correct/working apart from I can't work out how to manage the reseting/restarting everytime the Owner Changes i.e. from one Sales owener to another.
Either I get it so it doesn't reset/restart when the owner changes between Sales people, or I do get it to reset, but it drops out whatever changes are made to the lead record regardless of whether it's the Status that's updated or not i.e. when I introduce the use of ISCHANGED(Owner) it's drops out when the record is updated and owner not changed.
I've shown a screenshot below of my method so far with some comments. Any suggestions would be much appreciated.
Many thanks in advance,
Jonny
The approach I took in the below screenshot works fine when the lead is passed to a Salesperson and not coming from another Salesperson, but once the lead is passed to a Salesperson from another Salesperson the alert for the prior Salesperson doesn;t drop out and no new altert is created for the new Salesperson being assigned the lead. In the Salesperson to Salesperson owner change the Alert just remains meaning whihc isn't desirable.
When I try to introduce ISCHANGED(Owner) I find tha the Alert drops out whenever the the lead is editted in anyway because ISCHANGED is no longer True, so can't work out how to cater for the Owner change without an issue.
5 answers
I would just add a cuastom DateTime field that stamps each time the ownewr changes, then you can set your scheduled action to be 48 hours from that time, (assuming the lead is still MQL)
