Wait Until Workday Condition

1. Feature Overview

The Wait Until Workday condition allows you to distribute work to users only on their workdays. When set-up, only users who have signed-in, basis the Workday Templates you’ve set-up, will be assigned leads, opportunities, activities and tasks. This will ensure that users get notified only when they log-in to work.

To know more about automations, please refer to Automation Home.

 

2. Example Use Case

When a new lead is created and assigned to a user who’s currently offline. In this instance, the user won’t get a notification until he/she logs in to work for that day.

 

3. Procedure

  1. Access an existing automation or create a new one by navigating to Marketing>Automation.
  2. Click the icon, and then click Wait Until Work Day.
  3. Enter the User and Default User. If required, add mail merge fields.
  4. Once you’re done, click Save. Then, add an action to the condition.

Workday_1

  • To assign a lead owner or opportunity owner, use the mail merge fields by clicking the box.
  • The Default User is the back-up user in your organization, to whom the work will be given to, incase the primary user is unavailable.

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