Create a business rule that automatically Fires Genius after a certain amount of days.
B
Ben Vinger
We would like to be able to automate the process of Firing Genius after X amount of days. This would eliminate a lot of tedious manual tasks for our reps.
Shelby Parker
Hello Ben Vinger! I have a few more questions for you:
- What specific criteria or conditions should trigger the automatic firing of Genius after the specified number of days?
- How many days should the system wait before automatically firing Genius, and should this be customizable?
- Are there any exceptions or special cases where the automatic firing should not occur?
B
Ben Vinger
Shelby Parker Hi Shelby, it would be great if it is customizable but for our purposes. Firing Genius at the end of the 6th day is what our process will be. This would be for unengaged internet leads only. And this would be only for our Cadillac store.