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Unnamed workflow 2025-08-08 18.37.55 GMT+OOOO
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Trigger enrollment for sales tasks
Caution
Creating sales tasks in sales task-based workflows can trigger an infinite loop. Make sure the sales task you create doesn't meet the trigger criteria for this workflow:
Only enroll sales tasks that meet these conditions
Group 1
Task No. Call No: is any of Call 1
and
Task Name
Goal Type is any of Book TD
Enter the new value to set to this property
and
Due Date
Outcome is any of Not Connected or
Calendar date
Re-enroll off
Details
Days after action running
MM/DD/YYYY
Task Status
1. Branch
Enter the new value to set to this property
Branch based on Outcome:
Goal Type
Enter the new value to set to this property
Assign sales task to
Details