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Bobby Stemper Automatically Changing Lead Stages
I have 2 status automations I am trying to piece together:
Quick Background. Our lead funnel is as follows:
1. Acquired
2. In Email Drip
3. Contacted (those who have responded to email drip)
4. Cold (those who made it through the X day drip in #2)
5. Pitched
A. How can we automatically move leads from stage 2 to stage 3 when they reply
B. How can we automatically move leads from stage 2 to 4 when they do not reply after 40 days.
A. How can we automatically move leads from stage 2 to stage 3 when they reply
Create a workflow rule on the object 'Email Message', you can then create a workflow field update to change the status.
It works for Case so i assume it might work for Leads https://help.salesforce.com/apex/HTViewSolution?id=000181633&language=en_US
B. How can we automatically move leads from stage 2 to 4 when they do not reply after 40 days.
Create a time based workflow rule https://help.salesforce.com/HTViewSolution?id=000005245