1. SuiteCloud Platform
  2. SuiteFlow (Workflow)
  3. Workflow Samples
  4. Lead that Did Not Convert to Customer Within Three Days
  5. Step 2 Create the Saved Search

Step 2 Create the Saved Search

After you've completed Step 1, you can create a saved search to find lead records created more than three days ago with the Lost Lead Email Sent field equal to false.

To create the saved search:

  1. Go to Lists > Search > Saved Searches > New.

  2. On the New Saved Search page, click Customer.

  3. In the Search Title field, enter Lost Lead Email Search.

  4. On the Criteria tab, enter the following filter criteria in the Filter field:

    Filter

    Criteria

    Date Created

    before and 3 days ago

    Stage

    any of and Lead

    Lost Lead Email Sent (Custom)

    No
    A portionof the Saved Customer Search page with the Criteria and Standard subtabs selected.

  5. Click Save.

  6. Continue to Step 3 Create the Workflow and Set the Schedule.

Related Topics

General Notices