I want to find a way to create a task for leads based on unsuccessful cold calls.
Suppose I have a list of targets. I want to try to cold call each of them 3 times, and if the calls are unsuccessful, I want a workflow that will create a task to tell me to go and doorknock them.
The best thing I can come up with is to create checkboxes in the target record for (Call 1 Unsuccessful, Call 2 Unsuccessful, and Call 3 Unsuccessful). With each unsuccessful cold call I would have to check the box manually.
When the box for “Call 3 Unsuccessful” I could have the doorknock task fire to create the task.
When I used Zoho, call logs had a duration. So I could assume that calls with a duration of < 30 seconds were unsuccessful. It doesn’t appear that SuiteCRM supports this. At least not in a way that my 3CX phone system will update it.