We are trying to develop a workflow that would allow us to track what phase an account is in from lead to network buildout activities to installation. Different parties within in our org need to ‘own’ the account at different stages.
When one group completes their tasks, we’d like to automatically change the status of the account and then ‘forward’ the account to the next responsible party…
It seems to me that the JOB is the one item that has the greatest ability to ‘TRIGGER’ tickets, acct status, etc.
Has anyone successfully automated this type of daisy chain / workflow?