Forum - CRM activity sequences

CRM activity sequences

Aldevinas Katkus

5-29-17

How should I define activity sequences in order to be able to paste activity type into the Result field of the activity?
Currently I have a seqence defined as LEAD->MEET: if LEAD activity results in MEETing then create a new MEETing activity automatically.

How the user is supposed to enter the result value FAILed for the activity of type LEAD, because I can see the only activity in the paste special "meeting" for the LEAD type activity?

I can enter the code FAIL, but it is not an option for the customers.

Martins Ebersteins

5-29-17

You have to register a consequence for all possible results.
In your case:
LEAD -> MEET with result activity
LEAD -> FAIL without any new activity created
as I understand...
Then if you have a meet, new activity will be created, if it is a fail, nothing will be created, but you will be able to see the statistics, how much lead -> fails you have vs lead -> meet.

p.s. usually, when implementing this kind of consequences, we are defining more possible results, like "recall", "on ice" etc. with delayed activities created afterwards - after a week to call again, after a month to call again etc. Depends on the process.

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