Sales team needs to be more vigilant when lead status is changed to Hot. You can automatically create calendar events and to dos, and assign them across your sales team to follow up hot leads. The following workflow is supposed to create an event when Lead Status becomes Hot. This happens only once in sales cycle of lead record; so, my workflow condition will be Until the first time the condition is true.

1. Select Leads in Select Module and my condition will be Until the first time the condition is true

2. Click Next

3. The goal is to send emails only when lead is hot and this happens only once in sales cycle; so, my condition will be Lead Status is Hot. If condition is met, workflow will be triggered on the record. Once executed, workflow doesn’t trigger action on that record again.

4. Click Next

5. Click on Add Task button and select Create Event. Provide Task Title; this is only for your reference. Event Name, Description, Status, Type, Assigned to, Start Time, Enable Repeat are displayed in the event that is created when workflow is executed. Start Date and End Date cannot be defined statically. They are defined basing upon either created time or modified time of the parent record (Leads in our example).

6. Click Finish