- Automatically Change Lead Status????
- Posted by kkrebs on July 28th, 2005
I am new to this, but I was wondering if there was a way to change the lead
status on numerous leads (275) at one time that were created on a specific
date (imported in) but only if they still stay New. What we are doing is we
have mailings going out each week where then our sales personnel have 30 days
in which to contact the clients that received the letters. The sales
personnel are then supposed to change the lead status from New to Contacted.
If they have not contacted the clients I want to be able to run something
that changes all of those statuses to overdue.
Any help would be greatly appreciated!
Thank you!
Kim
- Posted by G-Graves on July 28th, 2005
You can do this through the work flow manager. You can create a work flow
that will set the status of a lead based on an activity that has occured
within a specific time period. I won't get into too much detail here but
you definitely want to use a work flow.
- Posted by Matt Parks on July 29th, 2005
You might consider looking into Workflow for this. Another option would be to
write alittle app using the SDK and .Net to find the records in question and
then update them.
Matt Parks
MVP - Microsoft CRM
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On Thu, 28 Jul 2005 11:10:02 -0700, kkrebs <kkrebs@discussions.microsoft.com>
wrote:
I am new to this, but I was wondering if there was a way to change the lead
status on numerous leads (275) at one time that were created on a specific
date (imported in) but only if they still stay New. What we are doing is we
have mailings going out each week where then our sales personnel have 30 days
in which to contact the clients that received the letters. The sales
personnel are then supposed to change the lead status from New to Contacted.
If they have not contacted the clients I want to be able to run something
that changes all of those statuses to overdue.
Any help would be greatly appreciated!
Thank you!
Kim
- Posted by kkrebs on July 29th, 2005
I'm also new to the work flow manager. I did one work flow but this one I am
stuck on. Would you mind getting into some more detail for me?
Thank you!
"G-Graves" wrote:
