Time based workflow without edit/action
Hello
I need help solving this problem if possible.
We have Deals come into the CRM via Live Transfer which have the field properties:
Stage = New
Channel = Inbound
Stage = New
Channel = Inbound
Some of them don't get answered so we want these to automatically go into our Outbound campaign (Dialer).
The Dialer only scoops up deals that have Channel = Outbound.
So, what I want to achieve is IF the deal is still in "Stage = New" and "Channel = Inbound" when it is 30/60 mins old, then change the "Channel" field from Inbound to Outbound.
The Dialer only scoops up deals that have Channel = Outbound.
So, what I want to achieve is IF the deal is still in "Stage = New" and "Channel = Inbound" when it is 30/60 mins old, then change the "Channel" field from Inbound to Outbound.
Or if we can't deal in minutes, then if the deal is 1 day old.
The problem I am facing is that when the lead clicks over to 30 mins old or 1 day old, there is no Edit action to trigger the workflow. We need it to trigger automatically.
And if I used a date/time trigger for the workflow, like Created Time, the problem is that it will trigger on all leads because it uses the criteria when the lead is created, not what the criteria is when the time trigger arrives.
Same goes for Scheduled Actions. I want it to only trigger if the criteria are met WHEN the scheduled action arrives, not on all leads that meet the criteria upon creation.
Same goes for Scheduled Actions. I want it to only trigger if the criteria are met WHEN the scheduled action arrives, not on all leads that meet the criteria upon creation.
How can I solve this?
Here are the two alternatives which neither seem to solve what I'm trying to achieve.
Here are the two alternatives which neither seem to solve what I'm trying to achieve.
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