If the account contact has not communicated with the customer for 30 days, create a phone call in three consecutive days for the account manager.
Communicating with a customer means any activity (mail [sent], telephone conversation [carried out], meeting [carried out]) related to the customer or customer order.
Assigned to is to be obligatory in the following modules: Account, Order.
How the business process will be look like?
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Hi colleagues,
The start element of the BP may be a timer which will be started every day using the CRON expression.
Then few read data elements will be reading activities, emails, and meetings where the contact is set as Responsible or being the owner of these records.
Then few conditional flows will check when was the latest communication
If there were no communication for the last 30 days - the Activity element will be executed, which will create a task for the contact to communicate with the customer.
Best regards, Alex.
Arkadiusz Polus,
All that was mentioned above can be achieved with no-code OOTB tools using a business process designer.
Best regards, Alex.