Automatic alerts when there has been no meeting for an account

Hello Jacob Lagerstedt , 

Thank you for your question.

As Dmytro suggested, this business request is nuanced, and there are several different ways to implement it depending on your exact requirements.

If you wish to trigger a notification based on Account data, you might consider using a Scheduler, BPM, or Logic Hooks. These tools can review the Account data and trigger an email when specific criteria are met.

Another option would be to pre-populate meetings based on the type of Account. For example, if a tier-one account requires six meetings, these can be created in Sugar the entire year. In this case, I recommend using Sugar Automate, which provides visual support for scheduled meetings. 

These meeting records can also trigger notifications or reminders as needed.

In terms of reporting, if you choose to create the meeting records at the start you can then report on the meeting status (Scheduled vs Completed) for each account to check the progress on each account.

Please let us know which approach suits you best, and we can narrow down the specific steps to implement it.


I hope this helps, 

Cheers

André 

Thanks for the input! I am well aware that meeting numbers itself is not converted directly to revenue, but in our case we have a huge amount of accounts with very low or zero activity. And we need to start making sure that we have dialogues with these accounts. It seems that Sugar automate would be the best solution here!

Thanks for the input! I am well aware that meeting numbers itself is not converted directly to revenue, but in our case we have a huge amount of accounts with very low or zero activity. And we need to start making sure that we have dialogues with these accounts. It seems that Sugar automate would be the best solution here!

I'd consider using tasks that are not requested to be bound to the time but rather to the date and also could be related to the particular product or subject (with some studio adjustments).
Also  auto-scheduled activity does not mean actual attention but rather a record "flagged for todo"