Setting up a follow-up routine to qualify leads for loan applications
- Interested in Scheme
- Details of Scheme Sent
- First Reminder Sent
- Second Reminder Sent
- Called
- Lost Borrower
- Responded
- Has not Responded
- Details of Scheme
- First Reminder
- Final Reminder
Rule Name
Email Prospects Based on Loan Origination Status
Description (optional)
Send email to prospects
When to execute
On a Record Action > Create
Which records the rule should apply to?
Records matching certain conditions.
Criteria
* Borrower Type is Existing Borrower, New Borrower.
AND
* Borrower Status is Interested in Scheme.
Instant Action
-
Action - I
Email Notification
Name
Details of Scheme
Action - II
Field Update
Name
Details of Scheme Sent
Module
Borrowers
Update
Borrower's Status = Details of Scheme Sent
Condition 2
Which records the rule should apply to?
Records matching certain conditions.
Criteria
* Borrower's Status is Details of Scheme Sent.
AND
* Response Status is Has Not Responded.
Scheduled Action
Set action to execute 2 Days After Rule Trigger Date
Action - I
Email Notification
Name
First Reminder
Action - II
Field Update
Name
Reminder 1 Sent
Module
Borrowers
Update
Borrower's Status = First Reminder Sent
Condition 3
Which records the rule should apply to?
Records matching certain conditions.
Criteria
* Borrower's Status is Reminder 1 Sent.
AND
* Response Status is Has Not Responded.
Scheduled Action
Set action to execute 4 Days After Rule Trigger Date
Action - I
Email Notification
Name
Final Reminder
Action - II
Field Update
Name
Reminder 2 Sent
Module
Borrowers
Update
Borrower's Status = Second Reminder Sent
Condition 4
Which records the rule should apply to?
Records matching certain conditions.
Criteria
Borrower's Status is Reminder 2 Sent.
AND
Response Status is Has Not Responded.
Scheduled Action
Set action to execute 6 Days After Rule Trigger Date)
Action - I
Task
Subject
Call borrower to remind them about schemes
Due Date
Workflow Rule Trigger Date plus 6 day(s
Condition 5
Which records the rule should apply to?
Records matching certain conditions.
Criteria
Borrower's Status is Called.
AND
Response Status is Has Not Responded.
Instant Action
-
Action - I
Field Update
Name
Lost
Module
Borrowers
Update
Borrower's Status = Lost
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