Detailed Example – Create Actions – Waiting

Many of our Actions require a waiting period of 2 weeks before triggering the next Action.

Check the Diary Rules option from the System Setup module to see if there is an Event Date (Work Flow) set to two weeks or 14 days, if not we’ll need to create one.

Diary Rules

Select New.

Description

Enter “Two Weeks From Today”.

Which Date

Select Event Date (Work Flow) from the pulldown list.

Number

2

Units

Weeks