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 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. The following topics describe the workflow rules and actions for scheduling calls with clients:

• Schedule Calls with Clients Where the Birthday Is Not in the Current Week and Is Within Six Months
• Schedule Calls with Clients Where the Birthday Is Unknown, Is in the Current Week, or Is Not Within Six Months
• Schedule Calls with Clients Where the Birthday Is Within Six Months and Is Not in the Current Week
• Schedule Tasks for Calls to Clients where the Birthday is in the Current Week or is Not Within Six Months