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January 22, 2015
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Only sending sales alerts during the business week

  • January 22, 2015
  • 2 replies
  • 937 views

Is there a way to only send alerts M-F? We are setting up flows to send a series of follow up alerts if a demo request is not handled within a certain amount of time. So for instance:

A demo is requested:
1. Alert is sent to lead owner
2. Wait 1 hour
3. If no activity send alert to sales director
4. Wait 2 hours
5. If no activity send alert to ___
6. you get the picture...

What we're trying to avoid is a demo request that comes in at 11pm on a Friday night and 6 alerts going out about no action over the weekend. Does anyone know how to set up alerts that only go out M-F?

Thanks for any ideas you can give.

Andreya

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Best answer by Dan_Stevens_
Sure - just setup your wait steps so that it only considers the business days for the wait period:

2 replies

Dan_Stevens_
Dan_Stevens_Accepted solution
Level 10
January 22, 2015
Sure - just setup your wait steps so that it only considers the business days for the wait period:

January 22, 2015
I did not know you could do that! Thank you, Dan!