I should be able to set workflow rules as follows:
When> field Update + every time
With scheduled actions
For instance on leads:
I have a "client status" field that is a single pick drop down: new, attempted contact, contacted, long term, active.
I would like to set up a workflow that does:
field update: client status
criteria: status = attempted contact
and then a series of scheduled actions
and then a second workflow for
field update: client status
criteria: status = long term
and than a different series of scheduled actions
So when we try to call a lead, we move them to attempted contact with a set of follow ups; if we reach them at a later time they are changed to long term or active or whatever and we need to have a second set of follow ups
but b/c it would be a second or third edit, the new set of followups won't trigger scheduled actions