I need help setting up my workflow rules for the Leads module. My situation is as follows:
My Status field in the Leads module can take one of the three values:
[EMPTY]
Follow up 1
Follow up 2
I also have two follow up email templates. What I want to achieve is to have the system automatically send the first follow-up in one day after the lead creation date, and the second follow up - in 8 days after the lead creation date.
I managed to successfully set up the first step (non relevant fields are omitted):
Execute on: CREATE
Rule criteria: Lead Status is
{EMPTY}
Execution time (in Time Based Actions) is set to: 1 day after
Created time
When the rule is triggered, it sends an alert (e-mail with template Follow up 1) to the Lead's email address, and also updates the Lead Status field to
Follow up 1. It means that a lead with that status has received the first follow up email. This workflow rule works perfect.
Now, what I cannot do, is to make Zoho CRM send the
second follow up email. Here's my setting for the second rule:
Execute on: CREATE
Rule criteria: Lead Status is
Follow up 1
Execution time (in Time Based Actions) is set to: 8 days after
Created time
Time based actions don't matter here because this rule doesn't even trigger (no Follow up 2 email is sent to the Leads).
Can somebody tell me what I'm doing wrong? I just want the second rule to trigger in 8 days and send e-mail alert to those leads only who have the value "Follow up 1" in their Lead Status field.
Thanks in advance!