AnsweredAssumed Answered

Events gateway for lead status

Question asked by Nicolas A on Jul 26, 2018

Hi All

 

We're using Sugar 8.x as on-demand instance and I'm currently trying to set up a new nurturing process for incoming leads.

 

For this particular purpose, I would like to check if the lead's status has changed over a pre-defined period. Currently, I'm using the Timer and an Exclusive Gateway that checks if the status is still in the default value and sends a reminder to the assigned user. However, I would like to set it up to an infinite loop that checks for the status as long as no changed happened to the status field - how can I implement this? I thought the events gateway is the right decision but I struggle with implementation.

 

Best regards

Nicolas

Outcomes