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Escalation Process

edited Mar 25, 2019 8:04AM in Sales 5 comments

Content

Hi,

We have to implement the Escalation process in Activity object. Send an escalation mail based on the Activity Due Date. I hope we can achieve this through Schedule Report.

1.Is there any other best approach?

Additional Requirements:

2. We need to send an escalation mail to the resource which we have captured in Activity object's custom field based on Resource object?

3. Can we use the email template for the escalation?

4. We have to capture the reminder frequency - week/month/day in Activity object. We have to send a reminder mail after the first reminder date which we captured. Is it possible?

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