MS CRM 3.0 - Lead Workflow HELP needed
Posted on 2008-10-31
I am trying to setup a workflow for lead entity in crm 3.0. However, I can't seem to get anything to work. When I have gotten something to work, I get stuck in a loop and the emails just keep triggering and don't stop. So I'm starting from scratch once again and here is the workflow I need to setup somehow:
After a lead is assigned to a sales person, I need to determine that they "accept" or "decline" the lead. To do so I have created a custom picklist for them to pick "accept", "decline", etc.
Parallel to this, I created a custom "due date" for them to take action on this lead. So the person entering the lead gives the lead some kind of deadline based on the customer discussion. It doesnt work to always set the deadline 3 days out from assignment due to holidays, weekends, etc.
Here is what I would like to happen:
(1) If they hit "decline", have that lead reassigned back to me
(2) However, with the "due date" in mind I mention above, I need to know by this date if the field is still null so that I can get an email and follow up with the sales person as to why they haven't "accepted/decline" the lead.
This doesnt seem hard on paper but I can't get it to work in a workflow format.
Please let me know if you have any suggestions. I don't know code, just have to use whats in CRM workflow configuration.