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Update Customer Record / Trigger Customer Workflow when Activity or Email created

edited Jun 2, 2025 2:22PM in Ask A Guru 3 comments

I need to change the status of a Customer Record from Lead to Prospect when the first communication is logged (either an Activity or an Email)

I have created a couple of custom fields on the Customer record linked to saved searches to count the number of Activities and Emails on that Customer.

I have a workflow that will check to see if it is a Lead (of the appropriate Status) and if the Activity or Email count is greater than 0, and then update the status to Prospect.

But I can only get this to trigger on Editing the Customer record.

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