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

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

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