What are Time-based Actions?
Time-based Actions are a combination of alerts, tasks, and field updates that are triggered at a specified time after the rule is executed. You can create a maximum of 5 time-based actions and associate them to a rule. There are two ways to associate these alerts, tasks, and field updates:- Create alerts, tasks, and field updates and associate them to the rule.
- Select existing alerts, tasks, and field updates and associate them to the rule.
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Time-based Workflows
This Workflow triggers at the time you specify, either once or recurring. User scenario One-time workflow Jane sends promotional campaigns to all workflows in her mailing list. She wants to give special offers to her active contacts. To decide who ...
Time-based workflow
This workflow triggers at the time you specify, either once or recurrently. User scenario One-time workflow Jane sends promotional email campaigns to all leads in her mailing list. She wants to give special offers to her active leads. To decide who ...
Bulk actions in List View
You can carry out certain actions from the list view of a module. These actions include: Send Email - Opens the email composer where you can compose your email and send it to the respective record. Call - Call the respective record. Create ...
Activity-based workflow
This workflow's trigger is based solely on lead activity. These are pre-definable workflows that can be invoked for any entity, including signup forms, campaigns, and more. User scenario 1 Jane has embedded signup forms in her website, blog, and ...
Activity-based Workflow
This workflow's trigger is based solely on contact activity. These are pre-definable workflows that can be invoked for any entity, including signup forms, campaigns, and more. User scenario 1 Jane has embedded signup forms in her website, blog, and ...