You can configure an email alert to be sent on rejection of a record to different users: Requester's manager: The manager of the requester who submits a record for approval will receive an email alert upon rejection. The manager is the person ...
Yes, you can set a limit for how long a record can stay in a particular state. You can also choose what should happen to the records after a state has reached its deadline—the record can either be escalated or moved to another state. Escalate the ...
Yes, we provide system-defined reports that can help you see the average time a record spent in each state. The records can be filtered based on days, weeks, and months. The Average time taken in each state report will show you the amount of ...
Each step that a record takes from the start to end of a journey is called a state. For example, a deal moves through the following stages or states:Follow-up > Qualification > Negotiation > Discount approval > Deal Final > Closed won.
Yes. You can automate an email notification if a lead has remained in a particular state for a long period of time, say 14 days. Use scheduled actions in workflow rules to do this. Here's how you create scheduled actions in workflow rules: ...