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Engaging dormant customers

Automatic scheduling of tasks on customers without any activities within last 6 months

Application type
Business process
Template type
    Product description
    Product description

    The ‘Automatic creation of tasks on dormant customers’ business process starts every working day at 12.15 AM.

    System processes only a part of accounts database on a daily basis, so each manager receives up to four activities per day. A few activities per day allows the manager to plan his schedule efficiently, taking into account current commitments.

    The following tags have been added in the Accounts section:

    • ‘Update owner’ - an account is automatically tagged with 'Update owner' if the Owner field is not filled in or user of 'Owner' contact has been deactivated.
    • ‘Do not connect’ - if no further cooperation with the customer is intended, tag such account with 'Do not connect' manually and it will not be processed by the business process.
    • ‘NextDayUpdate’ - the business process uses this tag to distribute activities between managers evenly.
    Product compatibility
    All products on Creatio platform
    7.11 and up
    .Net Framework

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