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Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Workflows for the Producer Success Model > Configuring Workflow Rules and Actions for the Producer Success Model > Workflow Rules for Creating Followup Calls Based on Call ResultsThis topic provides details of the workflow rules and actions that you must configure so that a followup task is created when a producer updates the value in the Call Result field in the Task Detail page after making a call to a lead or a client. The types of calls that producers make to leads or clients include the following:
The producer can capture the result of these calls in the Call Result field on the Task Detail page. The values for the Call Result field include the following:
The workflow rules in this topic create a followup task for calls that result in the No Reach value or the Stay in Touch value. The type of the followup task depends on the type of the original task.
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Configuration Guide for Oracle CRM On Demand Financial Services Edition, Release 34 | Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |