Escalate By Email
Comments
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I have a need to provide task escalation by Email. I have an escalate email response for this and only specific users get that email. My question is, how would i handle multiple escalation events? There is the possibility of escalating the task multiple times and each time assigning the task to a new user based on a matrix. Can you provide an example of how to do this without having to chain multiple task assignments and handling the escalation response for each one.
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Hello Christopher,
We should make use of our warning,late,escalation date flows to accomplish this. Using these flows we can assign the the account to a user based on whatever criteria you set in the flow. Ive included a small example on how this works.