Lead - Follow up with Lead Owner regarding Lead Status

Any thoughts to create an automated email notification for the below scenario;
Manager creates and assigns NEW Leads to Sales Rep A, If Sales Rep A does not update the Lead status within 30 days.
An email notification should be sent to Manager and Sales Rep or only to Manager that the Lead Status was not updated for past 30 days.
Thanks,

Create time based workflow to achieve this requirement

Similar Messages

  • Can i Change/Update the Lead Status using Action profile of Activity.

    Hi,
    I have created one Lead, and on the basis of Qualification level action triggers and Ativity getting generated.
    I want to know that it is possible by using functions(Action Profile/conditions) in activity, If i change the status reason of Activity (as Accepted) Earlier Leads status would change.(as Close)
    Please resolve with solution.
    Regurds,
    Dipesh.

    Hi Dipesh,
    What I understand is, u wish to change the status of preceding lead transaction when the activity status reason is changed to accepted.
    1.  This functionality can be achieved using ORDER_SAVE Badi. This Badi implementation shall check the activity reason changed to accepted, if yes, read the doc flow, get the lead transaction and change its status to close.
    2. As per my knowledge use of action profiles and conditions will not be helpful in this case.Else, create an action definition as Activity reason changed, put a condition which like Activity reason= Accepted.
    In the action definition Processing type use method call.
    Here u will have to create a new implementation of the BADI of action profile, and put the same logic as stated in point 1.
    But in think implementing point 1 should be easier.
    Wish the information is useful.
    Regards,
    Shalini Chauhan

  • Changing Lead Status

    Hi All,
    I am trying to change lead status when saving. I have configured action profile as follows:
    Created new action in action profile
    Processing type: Method Call
    Method Used: Complete_document ( Am I using right Method?)
    Processing Parameters: PROCESS_TYPE = LEAD (LEAD is my TX type)...Here I have dout ...which parameter I have to pass here.
    Created new condition
    Defined start condition as follows:
    &CRM Lead.System Status& = I0802 ( I0802 = Complete).
    Gun....Thanks for your inputs to my previous question...I have given max points..
    Please help in this issue.
    Thanks,
    Ajay

    Hi again Ajay,
    Using method COMPLETE_DOCUMENT, you don't need to set any parameter.
    I still don't get you for start condition :
    &CRM Lead.System Status& = I0802 ( I0802 = Complete).
    Because using COMPLETE_DOCUMENT, once you run it, it will set the document
    system status to I1005 - COMPLETED.
    Is &CRM Lead.System Status& = I0802 your last system status you want to
    change to I1005 ?
    Hope this could help.
    Gun.

  • Lead Status Field Updation Using Workflows

    Hi,
    Could anyone suggest me how to update Lead Status field using workflows since that field not visible at the workflow level. we can update using Lead Qualification Script . Is there any other way other then qualification script. Any help would be appreciated.
    Thanks & Regards,
    Ambarish.

    The Status field for Lead is a read-only field. The updates you see are done by the system. Workflow cannot update read-only fields.

  • Code to change LEAD status

    Hi Experts,
    I have a requirement, in which the user wants to change the LEADs STATUS via a Z-Code.
    Means, we have a WebDyn Pro report displaying the list of Leads in ALV with their status. User wants to change the staus of Lead their itself in the report and save it. User dont want extra work effort of opening LEAD maintainence screen and changing status their & then saving it, rather user wants to update the status then & their in the webdyn pro report.
    Hence to acheive this I found two Function module : CRM_ORDER_MAINTAIN & CRM_ORDER_SAVE. Unfortunately, I cannot figure out, what all IMPORTING/CHANGING paparameters need to be passed in those FM.
    Has anyone faced similar situation, if yes then please provide me a sample code.
    Or can anyone put some other idea to update that status. ??
    Waiting for replies..
    Rgds
    Pankaj Khare

    You can use CRM_ORDER_MAINTAIN and populate the parameter IT_SERVICE_OS
    or use BAPI_OPPORTUNITY_CHANGEMULTI and populate the parameter SERVICE_OS.
    BR,
    Florin

  • Lead Status Table?

    Dear all,
    We asssigned different status like OPEN, IN-PROCESS, WON and LOST to lead.
    In our system we have more then 5 thousand leads having different statuses.
    and i want to check how many lead are in status in lost.
    Can anybody tell me is there any table through that I can see the lead current status.
    I will reward the points
    Regards
    jayesh

    Hi Jayesh,
    pl. use CRM_JEST table is for lead status. You shall see the leads according to status . You can put all those GUID in CRMD_ORDERADM_H to view other details of the leads you found from CRM_JEST table.
    Allot points if helpts!!
    regards,
    PD

  • Automating the Lead Status "Rejected" to "Archived"

    Hi all,
    My Customer, wants the Rejected leads to be archived automatically. Manually we can do it from Lead Detail page, where as daily n number leads will be rejected so manually it might be a problem. Can we "update values"(Lead Status field) by writing workflows.Can this be done.
    Regards,
    Ratan

    Hi Dipesh,
    What I understand is, u wish to change the status of preceding lead transaction when the activity status reason is changed to accepted.
    1.  This functionality can be achieved using ORDER_SAVE Badi. This Badi implementation shall check the activity reason changed to accepted, if yes, read the doc flow, get the lead transaction and change its status to close.
    2. As per my knowledge use of action profiles and conditions will not be helpful in this case.Else, create an action definition as Activity reason changed, put a condition which like Activity reason= Accepted.
    In the action definition Processing type use method call.
    Here u will have to create a new implementation of the BADI of action profile, and put the same logic as stated in point 1.
    But in think implementing point 1 should be easier.
    Wish the information is useful.
    Regards,
    Shalini Chauhan

  • Lead status flow

    Is there a way to rename/ update the lead status's - (we want to track more than just qualified and converted), but don't
    necessarily want it to become an opportunity.

    No. it's a read only picklist, in other words, a system field. you can't change the value in the picklist.
    when lead is created, it's qualifing. after that, you can only changed the status with the push bottons on the top, like convert, reject, archive and so one...

  • Add value to Lead Status

    Hi All,
    How can I add new value's to Lead Status. Status field on the Lead Screen is a read only Pick list.
    Thanks

    Debendra, at this time it is not possible to add or change the values in the Lead Status field.

  • HT201365 hello sir i purchase second hand iphone4s now my iphone ask for activation with id and password i contact with previous owner and use that id and password but that also not work what i do ola help me

    hello sir i purchase second hand iphone4s now my iphone ask for activation with id and password i contact with previous owner and use that id and password but that also not work what i do ola help me i try all other method restore ' upgrade etc but none work plz say what i do if u find some solution tham msg me on [email protected]

    First, we're not Apple here (Apple does not participate in this forum).  We're only users like you.
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  • Delete user with db owner roles

    Dear All,
    I want delete user with db owner roles from all database and from server using sql query.
    So i want using one query to delete user from all database and also from server
    how i can do that?
    best regards,
    Surbakti

    I means it's login.
    I want delete because user whom use that login already resign from my company.
    so if i delete that login i can use that slot for the other user.
    best regards,
    Surbakti
    First you said you want to delete all logins with db owner roles and now you are saying I want to delete use login who has left the company. Was there mass exodus.
    If login was a domain login you should also make sure it gets removed from domain, then from local windows machine  and then from SQL server. If it is SQL Server login it can be removed straight. Search online you would find various methods to remove
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    Have alook at below links
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    Please mark this reply as answer if it solved your issue or vote as helpful if it helped so that other forum members can benefit from it
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  • Is there a major flaw with Iphoto in regards to organizing and backing up?

    Is there a major flaw with Iphoto in regards to organizing and backing up? And how should I proceed??
    Here is my story. I have moved roughly 15,000 photos from 7 computers (4 PCs and 3 Macs - basically everyone's computer in the family) onto one external hard drive. The photos were taken by many different digital cameras, are sparsely labeled, and have the most random names and folders. There are a LOT of duplicates. MY MISSION - label and back them up.
    The way I normally deal with photos/DATA is this: I plug my camera into my Mac and immediately think about organizing and backing them up. With "Preview" I look at photos (and decide which one I like), create a folder called "where-ever I took these photos" and drag them into that folder. The problem with Iphoto is that you have no ability to control folders, unlike many other applications.
    For example, in Itunes you can rename an artist, or even an album, and it will automatically appear in an updated folder. If you alter a photo in Photoshop, it makes you save it is a new file. In Iphoto you cannot make the same "root level" changes without making duplicates. From what I understand, you can place photos into an Album and then export that album (which makes duplicates). Iphoto will rename each duplicate file and then place it in the correct folder. The problem here is I have no idea where the original is to delete it.
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    Gary

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    If you want to not only manage the photos but the folders then Expression Media will let you do both. It will let you rename files after being imported into a catalog, move them between folders, add ITPC metadata to the files, create virtual albums called Supplemental categories, and much, much more. I use it as my primary DAM and iPhoto for special projects like books, slideshows, calendars, etc.

  • I don't know if this is the right section but I experience the following issue with Adobe Acrobat Pro XI installed on Windows 8.1. When I start Acrobat the related window opens normally but, after some scroll up and down along the document, it blocks, Acr

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  • HT1365 Hi can anyone help with this issue regarding my wireless magic mouse? When im on google chrome and scrolling down the page i always have youtube running in the background but the audio cuts/spits/pops can anyone help me with this?

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  • Failed to Install The New Preview Build. Installation Failure: Windows failed to install the following update with error 0x80246007: FBL_AWESOME1501 9926 Professional.

    Hello,
    I'm having issues upgrading my Windows 10 Technical Preview installation build 9879 to a newer build that's become available late January 23rd.
    I am installing the new upgrade in a Hyper-V virtual machine and get the following error:
    Failed to install the new preview build, please try again later. 0x80246007
    What could be the problem?
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    The errors are returned for the Event ID 20 by WindowsUpdateClient
    in task category Windows Update Agent..
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    Looks like Setup is having problems installing in a Hyper-V virtual machine.
    Possibly, some ESD files got corrupted during downloading? Is it possible to remove them and re-download missing files? (I, however, noticed that Windows seems to re-download upgrade files after you restart 9879 and attempt to check for a new build.
    Any clue why installing under VM causes 9926 to fail?
    Thank you in advance.
    Well this is the world we live in And these are the hands we're given...

    Hi,
    According to the error message, this problem seems like update package installation failed during system upgrade.
    You can try to remove ESD file which locate at boot of C drive and upgrade the system again for test.
    On the other hand, make sure the system 9879 installed all Windows pushed updates before system upgrade.
    Roger Lu
    TechNet Community Support

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