Step 1 Create the Custom Entity Field for the Lead Record

Create a custom entity field for the Lead record form. The field tracks if the sales rep was notified of leads that did not convert. The workflow sets this field to true when the workflow sends the email. This field is set to false for all leads by default.

The saved search uses this field as search criteria, so you must create the field before you can create the saved search.

To create the custom entity field for the Lead record form:

1. Go to Customization > Lists, Records, & Fields > Entity Fields > New.

2. On the New Custom Entity Field page, enter the following properties:

   Property	Value
   Label	Lost Lead Email Sent
   Type	Check Box

3. On the Applies To subtab, enable Customer.

   

4. Click Save.

5. Continue to Step 2 Create the Saved Search.

Related Topics

• Workflow Samples
• Lead that Did Not Convert to Customer Within Three Days

General Notices