By using the Pulse feature you can stay on top of all your sales updates. You can follow important leads, accounts, contacts and potentials to keep track of their activities and updates in close to real time. This allows you to identify the inactive records and cold prospects instantly, and take appropriate action.
When the Pulse feature is enabled for you, the Follow and Unfollow buttons will be available for records in the Leads, Accounts, Contacts and Potentials modules. You can select the pertinent records and manually follow or unfollow them one by one. This process of following and unfollowing can also be automated based on specified criteria, by using the Workflow Follow-ups.
Consider the following scenario:
You want to follow and receive updates on all the important deals that have an opportunity of more than $1000. For this you can simply create a Follow-up and associate it to a workflow rule. When a record meets the criteria of the rule, the workflow rule will be triggered along with the Follow-up.
To create workflow follow-ups