Hands on 7 - scheduling multiple groups of actions

With multiple schedules, you can easily optimize sales or support processes, automate follow-up on outstanding cases and reminder notifications for a task, and incorporate all your business requirements within a single process. For example, when case origin is Phone and priority is high, then you can execute multiple groups of scheduled actions, such as the following:

  • Sending a reminder e-mail after 1 day to the case owner if a case is not closed
  • Sending a reminder e-mail to the case owner and account owner after 2 days if a case is still open
  • Sending a satisfaction survey e-mail to case contacts 2 days after the case closure

Let's look at a business scenario. Alice Atwood is working as ...

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