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Task Generation Issue - Negative Score

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Anonymous
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Task Generation Issue - Negative Score

Hello everyone,

We are having an issue with a campaign we run to generate a task for our sales team.

We create a task for our reps to follow up with a lead when they hit a score threshold of 15. But we also have a campaign that runs for inactivity after 90 days, they get a -10 to their lead score. But what's happening is say a lead has a score of 27, and receive a -10 for inactivity, their new score is still above the threshold and generates a task, which we don't want.

pastedImage_0.png

As you can see, we have the "Change is not -10" constraint, but it's still generating tasks when the score ends up being above the threshold of 15. Any thoughts?

Thanks,

Alec

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Grégoire_Miche2
Level 10

Re: Task Generation Issue - Negative Score

Hi Alec,

Use a Data Value Changes trigger instead, you will be able to set previous value < 15 and new value >= 15.

And vote

-Greg

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3 REPLIES 3
Grégoire_Miche2
Level 10

Re: Task Generation Issue - Negative Score

Hi Alec,

Use a Data Value Changes trigger instead, you will be able to set previous value < 15 and new value >= 15.

And vote

-Greg

View solution in original post

Anonymous
Not applicable

Re: Task Generation Issue - Negative Score

Hi Greg,

Thanks for the input. So the setup should look like this then and I'll be getting the same result minus the unwanted tasks?

pastedImage_0.png

And I'll be able to remove the previous "Score is Changed" trigger from the flow step?

Thanks,

Alec

Grégoire_Miche2
Level 10

Re: Task Generation Issue - Negative Score

Yes, this is it. It will only fire when some crosses the 15 threshold going up.

-Greg