Sales Appointment Scheduled
Workflow Rule
- Object: Appointment
- Workflow rule formula criteria
i360__Prospect__r.supportworks__Opt_out_of_Texts__c <> True && i360__Prospect__r.Mobile_Phone__c <> "None" && Podium_Message_Sent__c <> True
Fields sent to Podium: Id, LocationId__c, Mobile_Phone__c, ProspectId__c, Prospect_First_Name__c, Prospect_Last_Name__c, i360__Prospect_Email__c, i360__Market_Segment2__c, i360__Start__c, i360__Start_Time__c, i360__Address__c, i360__Computed_End_DateTime__c, i360__Computed_Start_DateTime__c, i360__Components__c, i360__Appointment_Status__c, i360__Type__c, Sales_Rep_Name__c, Sales_Rep_Email__c, Sales_Rep_Phone__c
Sales Appointment On Our Way
Workflow Rule
- Object: Appointment
- Workflow rule formula criteria
i360__Prospect__r.supportworks__Opt_out_of_Texts__c <> True && i360__Prospect__r.Mobile_Phone__c <> "None" && Podium_Reminder_Sent__c <> True && ISBLANK(text(i360__Result__c))
Fields sent to Podium:Id, LocationId__c, Mobile_Phone__c, ProspectId__c, Prospect_First_Name__c, Prospect_Last_Name__c, i360__Prospect_Email__c, i360__Market_Segment2__c, i360__Start__c, i360__Start_Time__c, i360__Address__c, i360__Computed_End_DateTime__c, i360__Computed_Start_DateTime__c, i360__Components__c, i360__Appointment_Status__c, i360__Type__c, Sales_Rep_Name__c, Sales_Rep_Email__c, Sales_Rep_Phone__c
Installation Appointment On Our Way
Workflow Rule
- Object: Project Activity
- Workflow rule formula criteria
Podium_Message_Sent__c = false && Mobile_Phone__c <> "None" && Name = "Installation" && NOT(ISBLANK(i360__Start__c))&& ISBLANK( i360__Completed__c )
Fields sent to Podium:Id, LocationId__c, Mobile_Phone__c, ProspectId__c, Prospect_First_Name__c, Prospect_Last_Name__c, Prospect_Email__c, i360__Market_Segment__c, i360__Appointment_Address__c, i360__Appointment_City__c, i360__Appointment__State__c, i360__Appointment_Zip__c, i360__Comments__c, i360__Project_ID__c, i360__Assigned_To__c, i360__Project_Manager__c, i360__Project_Number__c, i360__Project_Status__c, i360__Start__c, i360__End__c, i360__Type__c, Assigned_To_Name__c, Assigned_To_Email__c, Assigned_To_Phone__c
Thank You Message
Workflow Rule
- Object: Sale
- Set the evaluation criteria to Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria
- Create a Workflow rule on the Sale Object with the following rule criteria
i360__Prospect__r.supportworks__Opt_out_of_Texts__c <> TRUE && ISPICKVAL(i360__Status__c,"Final") && i360__Prospect__r.Mobile_Phone__c <> "None" && Podium_Thank_You_Sent__c <> True
Fields sent to Podium:Id, LocationId__c, Mobile_Phone__c, ProspectId__c, Prospect_First_Name__c, Prospect_Last_Name__c, i360__Prospect_Email__c, i360__Market_Segment__c, i360__Appointment_Address__c, i360__Appointment_City__c, i360__Appointment_State__c, i360__Appointment_Zip__c, i360__Appointment_Type__c, i360__Balance_Due__c, i360__Comments__c, i360__Sold_On__c, i360__Final_Date__c, i360__Payment_Type__c, i360__Components__c, i360__Source__c, i360__Source_Type__c, i360__Status__c, i360__Status_Detail__c, i360__Sold_Price__c, Sales_Rep_1_Name__c, Sales_Rep_1_Phone__c, Sales_Rep_1_Email__c
Completed Project Customer Review
- Object: Project
- Set the evaluation Criteria to evaluate the rule when the record is created and subsequently meets criteria.
- Create a workflow rule on the Project Object with the following criteria
text(i360__Status__c) = "Completed" && Send_Podium_Review__c = True'
Fields sent to Podium:Id, LocationID__c, Mobile_Phone__c, i360__Appointment_Address__c, i360__Appointment_City__c, i360__Appointment_State__c, i360__Appointment_Zip__c, i360__Completed_On__c, i360__Correspondence_Name__c, i360__Market_Segment__c, i360__Prospect__c, Prospect_Email_WS__c, i360__Job_Type__c, i360__Job_Type_formatted__c, i360__Project_Number__c, i360__Start_Date__c, i360__Status__c, i360__Installation_Crew_Name__c, Installation_Crew_Email__c, Installation_Crew_Phone__c, Project_Manager_Name__c, Project_Manager_Email__c, Project_Manager_Phone__c