Lead Action over Due (for Employee)
Lead Action over Due (for Employee)
This rule is designed to send a summary report to employees when they miss completing lead actions within the specified time. The report provides details about the overdue lead actions.
This is a summary report of all overdue lead actions for employees. When the rule is activated, a summary report is generated, including information such as the employee's name, the lead's name, lead’s Action Name, and the number of days overdue.
By implementing this rule, supervisors can receive timely updates on missed lead actions and take corrective actions to ensure that their team members are on track with their responsibilities.
Field Name |
Description |
|---|---|
|
Rule Title *
|
This is the name of the rule that you can use to identify it. |
| Automation Group * |
This is the group of automation rules to which the Lead Action Over Due (for Employee) rule belongs. |
| Lead Activity |
This field specifies the type of lead activity that triggers the rule. |
| Description |
This field briefly describes the Lead Action Over Due (for Employee) rule. |
| Status |
This field indicates the current status of the rule, whether it is Active or Deactive. By default, this Rule is active. |
| Summary |
Summary indicates that have to send a summary instead of individual mail of related actions. Ex. suppose multiple employees missed Actions then if you mark it as a summary then the supervisor will be got one mail which indicates his team missed X number of Action instead of individual mail for each missed Action. |
| No Of Days |
This field specifies the number of days after which a followup activity becomes due. |
| Till action not completed? | |
| Send To |
The recipients of the summary report email, typically include all employees, supervisors, and clients. This field specifies the recipient of the summary report email. |
| Communication Type |
Here you can select The type of communication used for missed follow-up activities, such as email, SMS, or Whatsapp. |
| Autoresponder |
If you have set up an autoresponder, you can select it here to automatically send a response to the recipient(s) after they receive the email |
| Subject |
Enter the subject of the email in this field. Make sure it is descriptive and summarizes the content of the email. |
| Message |
Enter the main body of the email in this field. You can format The text, add hyperlinks and attach files as needed. You can Also, use email templates if available. Once you have entered the content, review it for accuracy and clarity before sending the email |