Scenario:
In a large organization, it’s getting difficult to manage leads follow-ups because of the high volume.
The organization is using D365.
Most of the salespeople forget to follow-up with leads on time and hence the leads-to-customer conversion is going down every single day.
Ultimately, the organization is losing business every day.
Suggested Solution:
Whenever a new lead is created, D365 should automatically create two follow-up reminders and assign to the responsible salesperson.
Perform the following steps:
- Go to Settings > Processes.
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Click New.
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Specify the following fields and click Ok.
- Process Name: Create 2 Follow-up Tasks on Lead Creation
- Category: Workflow
- Entity: Lead
- Run this workflow in the background (recommended): Yes
- Type: New Blank Process
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Check the Workflow header settings and change the Scope to “Organization”. Note: If you define the scope as “User” then you need to set the Owner under Administration tab.
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Now define the following conditions and set properties:
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Activate the Process.
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Go ahead and create a new Lead.
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Since it’s a background process so there will be slight delay. After which you can see that the desired tasks are created automatically based on the trigger.
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Open the task to see more details.
