Hello Sunil,
C4C workflows would be the ideal way to do this. However, since there is no provision in the conditions in the workflow to check the current date with an expected date, we are at a loss. However you could try a workaround and see if this works.
1. Create a custom KUT field of type date and call it currentdate
2. Create a workflow rule called 'set current date' on every save and in the actions, choose field update and set the value of this custom date field to the system date using the update type = calculated.
3. Create 3 custom KUT fields Sales_in_30_date, Sales_in_60_date and Sales_in_90_date.
3. Now create a workflow 'set sales in 30' on every save and in the actions, choose field update and set the value of Sales_in_30_date = currentdate + 30 using the update type formula.
4. Similarly create 2 more workflows to set Sales_in_60_date and Sales_in_90_date fields.
5. Last you create one workflow of type on every save and check if the currentdate is > Sales_in_90_date then set qualification to Cold. OR if currentdate is < Sales_in_90_date AND great than Sales_in_60_date then set qualification to Warm. etc.
(please check which logic works; the above is just a sample logic which you will have to check and set)
The only challenge I see with the above is that the order in which the workflows are called. I'm not sure about that. You could do some investigation in that. If they are executed in some order, then the above could work. But if they are executed all at once, this may not work. But I think its worth a shot.
Last resort, is to achieve this through sdk. On save of the lead, you check the dates and set the qualification accordingly.
Julius
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