I am trying to trigger an email to a sales manager when activities are not
created by a certain time by a Sales Person. The problem is as follows:

A Telemarketer calls on the lead and creates activities as to the follow up;
once qualified, the lead is assigned to a Sales Person.

I would like to create a workflow that looks at the time condition and
checks for activities after it has be reassigned. (There are already
activities from the telemarketer) but none from the sales person. The sales
manager wants an email if there are no activities since it was reassigned.

Can I do this. Thanks

I dont think this is possible. One approach would be to create a report that
shows all leads qualified then gives a count of activities created after the
qualification date and time

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"astuartmills" <astuartmills@discussions.microsoft.com> wrote in message
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