Setting Up Custom Task Reminder Workflow

đź’¬ General Discussion
1

I have a client I am developing the CRM for. He is requesting a unique email reminder and I need help on the best way to accomplish this. The workflow is as follows:

1.) A lead is entered the CRM, manually or automated
2.) Once the lead is created, a task is automatically created in the lead. The title will be: Lead Follow Up Reminder
3.) 5 minutes after the lead is created, the system should send an email to the lead owner. The email should have a link to the Lead inside of the CRM.
4.) There also needs to be an email (same one as above) reminder sent to the lead owner every 24 hours from when the lead was created until the Due Date is updated or changed.
5.) When the due date changes, the email reminders will continue based on the new due date.
6.) When the Lead Status changes to “Cold” or “Sold”, the task is automatically closed as completed.

My Questions are:

1.) Is it best to have the Reminder as a Task or as a Date Field in the Lead?
2.) What is the best way to accomplish this workflow and how?

1 Like
2

(I deleted your double post, let’s keep the discussion just in one place)

When the logic gets very intricate it’s usually better to do your customizations in PHP, otherwise Workflows can be quite limiting.

You can have a custom scheduler that checks these conditions, plus some Logic Hooks (or Workflows) running when fields are changed.

Are you a PHP developer, or do you have one in your company?

3

(I wasn’t sure where to post the message, thanks for removing one)

I appreciate your help. We have a developer who will be facilitating the request.

4

Ok, let him read through the Developer guide, especially about Logic Hooks, Custom Schedulers, and Beans.

5

I require similar functionality. Do you know of any worthy addons in the store? I am the only resource on our team that is close to a developer. I manage the CRM and get by. Not sure I could pull this off with my skillset (HTML, Webserver admin, light php) Do you think its simple enough for me to accomplish using the developer guide? Any suggestions welcome.