what is best way to set up automated alert to sales rep on unmanaged lead in 12.2

Dear Brooke Willman,

You can create Your On Logic and Update Data On Out of the Box alert table and configure the logic file on Scheduler with low frequency.

Thanks

Hi Brooke Wilman,

The best way to do this is by creating a process definition in SugarBPM with an event-based gateway. Here is the sample definition I created:

I created two start events:

1. New leads created where the status is 'New'
2. Existing leads where the assigned user changes and the status is 'New'

I then set the event-based gateway with two possible outcomes. When using event-based gateways, it will wait for the first event to occur, follow that path and ignore the other paths. The possible events in this definition are:

1. The lead status changes indicating the assigned rep has taken some action so no further actions are necessary
2. 3 days elapse in which case an alert is sent to the assigned rep

I hope this helps!

Chris