Review my workflow.

SuiteCRM Forum - English Language Advanced OpenSales, Workflow, Portal support
1

Hi, I’m new to suiteCRM:

Can you please review this work flow I set up?

Its supposed to send a follow up e-mail to a new lead, then schedule a follow up call 5 days later

Conditions:
ModuleFieldOperatorTypeValue
1Leads : LeadsCreated ByEqual ToValueWill Westin
2Leads : LeadsDate CreatedGreater ThanDateDate Created: + 0
3Leads : LeadsDate CreatedLess ThanDateDate Created: + 7 Days
4Leads : LeadsLead SourceEqual ToValue Trade Show
ACTIONS

Actions:
1 Thanks for Meeting me Send Email
2 Create Record

2

Have you tried it? Does it work?

It looks right to me, but you never know until you try… and it’s faster than asking in the Forums. :slight_smile:

3

Yes, it does work, but I wanted to make sure it was as efficient as possible.