FLOW Projects:
1. Requirement Name: Lead Qualification and Distribution Process
Business Need:
Automate the process of qualifying leads based on specific criteria (e.g., region, product interest, and budget) and then assign them to the appropriate sales representatives. The process should also notify the sales representative via email about the new lead assignment.
2. Requirement Name: Case Escalation and Notification System
Business Need:
When a customer support case remains unresolved beyond a certain time frame (e.g., 48 hours), the case should be automatically escalated to a senior support agent. Both the agent and their manager should receive an escalation notification, prompting urgent attention to the case.
3. Requirement Name: Opportunity Close Date Reminder
Business Need:
Seven days before an opportunity's close date, automatically send a reminder email to the opportunity owner to review the opportunity's status, update the next steps, and ensure all necessary actions are taken to close the deal.
4. Requirement Name: Employee Onboarding Checklist Creation
Business Need:
For each new employee record created, automate the generation of a series of onboarding tasks tailored to the employee's department and role. These tasks should be assigned to various department members responsible for different parts of the onboarding process.
5. Requirement Name: Contract Renewal Alert System
Business Need:
Automatically monitor contract end dates and initiate a renewal process 60 days before the contract's expiration. This process should include creating a renewal opportunity, notifying the account manager responsible, and sending a preliminary contract renewal proposal to the customer.
