Need new/enhanced features in Workflow Rules
Need new/enhanced features in Workflow Rules
Primarily, being able to sequence tasks/alerts. e.g.:
Task1: send thank you or intro email
<- this is already possible
Task2: Schedule Call
<- this is already possible
Task3: when Task2 is cleared...do something.
Basically, it's sequencing tasks based on a previous task being completed.
Richard Brust
http://www.rbrdatasolutions.com