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Lead Change Owner based on Activity
Lead Change Owner based on Activity.
Inshort: If no activity recorded for 3 hrs it will change lead from current owner to manager and lead status is inprogress and no activity recorded for 7 days it will change lead from current owner to manager
In Brief:
We have two departments called CSE & CFS
CSE
CFS
If in case CFS team change the status to inprogress but no activity made it will move to manager id after 7 days and 3 hours process will begin
Any help much appreciated.
Inshort: If no activity recorded for 3 hrs it will change lead from current owner to manager and lead status is inprogress and no activity recorded for 7 days it will change lead from current owner to manager
In Brief:
We have two departments called CSE & CFS
CSE
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- Initial lead status = unread
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- CSE should enter the lead details and change the status to contacted by CSE and assign to CFS Team(Change Owner).
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- When lead is assigned to CFS it will add the CFS Assigned Date = system.now();
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- Here the business requirement is if the lead assigned to CFS and no activity recorded for 3hrs based on business hours it will move to user’s manager id and manager will assign to anyone in the team and same 3 hrs process will begin.
CFS
If in case CFS team change the status to inprogress but no activity made it will move to manager id after 7 days and 3 hours process will begin
-
- lead status = inprogress, 1stfollow up, 2nd follow up or 3rd follow
- No activities for 7 days from CFS Assigned Date.
- After 7 days it will move to manager id and manager will assign to anyone in the team and same 3 hrs process will begin.
Any help much appreciated.