Scenario - Assign leads to selected users when it is a high value deal.
Record Type - Leads
| Rule Trigger | Create or Edit |
| Rule Criteria | Amount is 10,00,000 |
| Instant Actions | A Task and Field Update Create a field update that updates the Lead Owner field value to a particular user. Also, create a task for the new record owner. |
Scenario - Notify management when a big deal is lost.
Record Type - Potentials
| Rule Trigger | Edit |
| Rule Criteria | Stage is Closed Lost |
| Instant Actions | An Alert Create an email template for potentials that includes the potential details and the reason for losing the deal. |
Scenario - Send birthday or anniversary emails to contacts.
Record Type - Contacts
| Rule Trigger | A Date field value - Choose the date field (Date of Birth or Anniversary) from the drop-down list. |
| Other Supporting Details | Specify the Date of Execution, and Time of Execution. Select Execution Cycle as Every Year. |
| Instant Actions | An Alert Create an email template for Contacts, wishing the customer on their birthday/anniversary. |
Scenario - Assign demo requests that are generated from web forms to Sales Reps. You can assign the demos to the reps based on the type of product or the number of licenses needed.
Record Type - Leads
| Rule Trigger | Create |
| Rule Criteria | Region is EST |
| Instant Actions | A Field Update Create a field update that updates the Lead Owner field value to a particular user. Also, create a task for new lead owner. |
Scenario - Set the Response Time when a case is created based on the type of customer.
Record Type - Cases
| Rule Trigger | Create |
| Rule Criteria | Customer Type is Platinum |
| Instant Actions | A Field Update Create a field update that sets the Response Time to a particular value. |
Scenario - Assign a task to contact and qualify the lead within a specified due date.
Record Type - Leads
| Rule Trigger | Create |
| Rule Criteria | Lead Status is Not Contacted |
| Instant Actions | A Task Create a task that defines the due date by which the lead should be contacted and qualified. You can calculate the due date based on any date field in the module. |
Scenario - Notify the record owner and management when a lead status changes to 'Qualify'.
Record Type - Leads
| Rule Trigger | Create or Edit |
| Rule Criteria | Lead Status is Qualify |
| Instant Actions | A Task and Alert Create a task to convert the lead. Also, create an email template to notify the record owner and management about the lead status. |