I am trying to set some short of automation for pipeline follow up. What I want that if sales person did not make a follow up call to their pipeline since 3 days than CRM automatically create a task for them to make a follow up that client/pipeline. If they actively made follow up than CRM will not create follow up task for sales person.

Here how I am planning to do so

·         I will add a Custom date field in Potential called “Last Follow up date”

·         When ever a task is completed by sales person, with workflow rule “Last Follow up date” will be updated

·         So now if sales person does not create & close a task for a potential for 3 days than I want CRM to create a task for sales person to make a follow up. For that I thinking to create workflow rule on Potential which will trigger on this “Custom Date” Field that is “Last Follow up date”. And the settings are

Execute based on: “Last Follow up date”,

Date of Execution: 3 days After (it will execute after 3 days of last follow up date)

Execution cycle: Once

My confusion are

·         Each time this “Last Follow up date” filed updated this rule will get scheduled to execute?

·         If “Last Follow up date” is updated in between (let say sales person created a task and closed that) than will scheduled rule will be canceled and schedule new rule to be execute? Or schedule rule will not be cancled?