Custom Queue

Use the Edit Custom Queue Activity dialog box to specify the criteria for adding accounts to a custom queue.

To modify a Custom Queue activity

1. Create or open a workflow with a Custom Queue activity. For more information, see Create a Workflow or Modify a Workflow.

2. On the workflow tab, double-click the Custom Queue activity. The Edit Custom Queue Activity dialog box appears.

Custom Queue: Custom queue to assign to the account.

Require follow up date be set on the account: If selected, the Account Follow Up dialog box appears after a user works the accounts in the custom queue.

3. In the Custom Queue list box, do one of the following:

• To select an existing custom queue, click the custom queue.

• To create a custom queue, type a name for the custom queue.

4. To require a follow-up date on the account, select Require follow up date be set on the account.

5. Click OK. WorkFlow Designer updates the Custom Queue activity in the workflow.

Related Topics

Action Activities