CRM On Demand - Administration (MOSC)

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WF Notification

edited Dec 2, 2013 9:07PM in CRM On Demand - Administration (MOSC) 2 commentsAnswered
Good day, Experts!

I am tasked to do a WF rule that would alert/notify the owner of a certain record for actions that are missed out of deadline. Below are the scenarios.

1. Quote to be sent within the day

2. New Leads that are not qualified within 3 days.

3. Qualified Leads that are not converted to Opportunity within 1 day.

Hope to get your expert feedbacks whenever possible.

Regards,

Henry

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