Good morning,
I am stuck and need some assistance. I am inquiring to see if the following scenario can occur:
Sales employee creates a new lead (assumes ownership), but due to travel emergency will be out of office for 3 days. As a result, to no lead follow up the set automation process rule criteria is set to trigger. (Due to a set time parameter no follow-up (lead input edit/modification). This rule automatically assigns a set new parent or default owner (supervisor) for review.
This is a reoccurring issue with my firm. Due to the high volume of new lead entry and sales travel requirements, I would like to setup a rule automation trigger to reassign lead ownership.
Please let me know if there is anything I can help to further explain.
S.