Hi, I’m new to suiteCRM:
Can you please review this work flow I set up?
Its supposed to send a follow up e-mail to a new lead, then schedule a follow up call 5 days later
Conditions:
ModuleFieldOperatorTypeValue
1Leads : LeadsCreated ByEqual ToValueWill Westin
2Leads : LeadsDate CreatedGreater ThanDateDate Created: + 0
3Leads : LeadsDate CreatedLess ThanDateDate Created: + 7 Days
4Leads : LeadsLead SourceEqual ToValue Trade Show
ACTIONS
Actions:
1 Thanks for Meeting me Send Email
2 Create Record