1. I want to set up a workflow where the system generates a task to follow up a lead which is under "attempted to contacted" lead status for more than 7 days.
Ans: You may create a Workflow rule by following the steps below:
- Go to Setup.
- Click Workflow Settings.
- Set Workflow Rules with the criteria: attempted to contacted.
- Click Save.
- Create a task with WFRule Trigger Date "8" days. This task will get triggered at the 8th day for the follow up.
2. I am also trying to send external emails. I can see how to setup auto emails to other users but what I need is to send emails to the leads themselves. Please let me know if its possible?
Ans: Currently it is not possible to send emails to the leads with the help of work flow rule. We may analyze and provide this in our future updates.
3. I would like to create a "Workflow Tasks" that trigger the "Closing Date" of the "Potentials" associated to. Is it Possible?
Ans: Yes. You will be able to trigger the workflow tasks based on the record status contains closed (eg:- Lead or Potentials) from the rules.
I can't see how the answer to number 2 ('send external emails') addresses the question. The answer describes how to assign leads to users and doesn't describe how to send external emails.
i agree on comment re question 2
can we auto send emails to contacts or leads using workflow rules
Hi, Thank you for writing to us. We have update it. Could you please check it again and let me know for further assistance. Regards, Vidya
I had confirmation from Zoho on #2 just this week: it is NOT possible to send auto workflow emails to external contacts or leads or people who report cases.
This is a shame because this would be great for stuff like meeting reports, support contract renewals etc. Zoho, please do implement this feature - it has numerous benefits and I am sure your competitors Salesforce do it!
As a workaround, I implemented this solution:
I created a rule that triggered an alert based on a field (date, status etc), which sent the email for the client to the OWNER of the record, with a simple Attn: OWNER NAME: Please forward to client" at the top of the email... This way the owner ie the sales manager for example, gets the email deletes the instruction line, then fowards it to the client. Not typing etc required. Not perfect, but it works and is a simple enough workaround until Zoho can implement this feature.