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 Scheduling Calls with Clients

When a lead decides to purchase a product, the producer converts the lead to a contact and sets the contact type field to Client. The producer must keep in regular touch with the new client by having review calls or birthday calls scheduled for the client. When the producer creates the contact record for the client, the producer sets the Call Frequency field to 1-2 Times/Year. When the Call Frequency field is updated, the following workflow rules create a Review Call or Birthday Call followup task to call the client either six months from now or one week before the birthday, whichever occurs first.