I have a certain report, that shows if there are qualified leads in the system, and alerts me on that. (theoretically – that should not happen).
Based on that report, there are from 1-6 users who own these leads.
Is it possible, that an alert/notification email will be sent to the owner of the lead, if his lead is in qualified status?
–EDIT–
I currently have a rule, that makes this alert on a single time when the lead goes into Qualified. I need this to work on a regular basis, and to keep nagging my users.
Best Answer
It depends how often you want them notified.
If daily is ok; The best way to activate the users in this situation is to set up a leader board (name and shame) dashboard that is scheduled daily to email to the team. If you are concerned about sharing that data, you could set one up for each user.
This will provide a daily reminder to the team who has outstanding leads to action.
If it needs to be less than daily; You will probably need to schedule some code to run in your designated intervals to find if there are any qualified leads and notify the offending parties.