Lead that Did Not Convert to Customer Within Three Days

This sample shows how to create a workflow to notifies a sales rep if a lead record did not convert to a customer record within three days.

The example uses a workflow field, Lost Lead Email Sent, on the lead record form to track if the sales rep was notified. A saved search identifies leads created three days before the current date. The workflow runs the saved search on a schedule. The sales rep receives an email with the leads that meet the saved search criteria who haven't been converted to customers in three days.

To set up the workflow, complete the following steps:

• Create the custom field for the Lead record. See Step 1 Create the Custom Entity Field for the Lead Record.

• Create the saved search. See Step 2 Create the Saved Search.

• Create and schedule the workflow. See Step 3 Create the Workflow and Set the Schedule.

Related Topics

• Workflow Samples
• Lead Nurturing Workflow
• Estimate Approval Routing Workflow
• Welcome Email Sent to Customers Three Days After First Order Workflow
• Storing a Return Value from a Custom Action Script in a Workflow Field
• Lead Nurturing Campaigns
• Building the Lead Nurturing Workflow

General Notices