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REPLACE INTO `pm_processmanager` (`id`, `name`, `date_entered`, `date_modified`, `modified_user_id`, `created_by`, `description`, `deleted`, `team_id`, `team_set_id`, `assigned_user_id`, `status`, `process_object`, `start_event`, `cancel_on_event`, `process_object_cancel_field`, `process_object_cancel_field_value`, `process_object_cancel_field_operator`, `related_object`, `filter_on_related`, `check_delete_modify_cancel`) VALUES ('1a9959a3-b4a2-94e9-8a24-4e36eafbba4a','Opps Not Closed but due to close in 7 Days','2011-08-01 18:05:09','2011-08-01 18:05:09','1','1','This process will run every Monday morning at 6AM and find all opportunities that are due to close in the next 7 days and that are not closed. The process will then create a task and assign to the opp owner.',0,NULL,NULL,'1','Inactive','opportunities','Recurring Process','--None--','Please Specify','','=','','',0),('1f45ec83-fa99-1680-8475-4e36e57146d2','Route California Leads to Admin','2011-08-01 17:44:05','2011-08-01 17:44:05','1','1','When new leads are created and the primary address state is CA - assign to admin',0,NULL,NULL,'1','Inactive','leads','Create','--None--','Please Specify','','=','','',0),('212b6b56-02ea-aec4-c3c0-5439bb808dac','JPM - Consolidate super (demo)','2014-10-12 10:25:15','2014-10-13 09:42:45','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','',0,'1','1','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','Inactive','contacts','Modify','Modify','','','','','',0),('2b123812-6f6d-0e3c-52fe-54372758698a','JM Test: Send email to when Contact saved (works)','2014-10-10 11:30:19','2014-10-10 14:28:13','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','',0,'1','1','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','Inactive','contacts','Create or Modify','Modify','','','','','',0),('2fe69de3-65eb-069c-dea0-4e36bdea044f','New Lead Process','2011-08-01 14:53:09','2011-08-01 15:21:55','1','1','Multi stage new lead process in which an email is sent when a new lead is created, then a series of process stages are created in which Calls and Tasks and additional email are scheduled and sent over time.',0,NULL,NULL,'1','Inactive','leads','Create','Modify','status','Converted','=','','',0),('3a6ac774-3a08-9f65-d71f-4e36cab1322f','Closed Opportunites - multi stage process','2011-08-01 15:48:07','2011-08-01 15:48:07','1','1','This process will trigger on the close of an opportunity and send an email once a month for four months. Additionally, the process will schedule a call and a task for the owner of the opportunity to follow up with the company. There is no cancel event.',0,NULL,NULL,'1','Inactive','opportunities','Create','--None--','Please Specify','','=','','',0),('407ad85c-537d-ff0a-7a42-4e36d29a4ed7','Custom Script Process','2011-08-01 16:20:53','2011-08-01 16:20:53','1','1','This process shows how to setup a custom script. During the installation of Process Manager, the installer created a folder called customScripts in /modules/PM_ProcessManaer. In this folder is a php script called customScript.php. This process will call this script when a contact is modified.',0,NULL,NULL,'1','Inactive','contacts','Modify','--None--','Please Specify','','=','','',0),('411cdaf1-59ec-754a-ec56-4e36e6378361','One year after close opp - create new opp','2011-08-01 17:46:40','2011-08-01 17:46:40','1','1','One year after an opportunity has been closed-won, create a brand new opportunity with all the data from the old opp being used to create the new opp.',0,NULL,NULL,'1','Inactive','opportunities','Modify','Delete','Please Specify','','=','','',0),('53d608bb-797e-cadc-b5e3-543996fbfbce','JM Additional Contributions Email (works)','2014-10-12 07:46:29','2014-10-12 08:48:37','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','',0,'1','1','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','Inactive','contacts','Modify','Modify','','','','','',0),('70253891-f2bb-ec7a-8901-5439a4f24a69','JM Additional Contributions Email and Task (demo)','2014-10-12 08:45:07','2014-10-13 09:43:03','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','',0,'1','1','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','Inactive','contacts','Modify','Modify','','','','','',0),('a0080bf6-1f00-f872-2ab0-4e36c8c8dd83','Daily Birthday Campaign','2011-08-01 15:37:08','2011-08-01 15:37:08','1','1','This process runs every morning at 6AM, finds all contacts whose birthday is that day and sends them a happy birthday email.',0,NULL,NULL,'1','Inactive','contacts','Recurring Process','--None--','Please Specify','','=','','',0),('a3a225c6-0110-4899-b98e-543758b9a1f1','JM Test: Create task with fields (works)','2014-10-10 14:54:08','2014-10-10 16:34:42','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','',0,'1','1','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','Inactive','contacts','Create or Modify','Modify','','','','','',0),('a4e9e2cc-ec90-6a85-0ae2-4e36e57eb8f0','Find 7 day old leads not being worked on','2011-08-01 17:41:10','2011-08-01 17:41:10','1','1','This process will run every Monday morning at 6AM and find all leads that have been created in the past 7 days but which have not been modified in the past 7 days and that are not deleted or status of &#039;Converted&#039;. For all these leads - create a Task to either delete, convert or call the lead.',0,NULL,NULL,'1','Inactive','leads','Recurring Process','--None--','Please Specify','','=','','',0),('d1e372c3-8172-c41c-8735-4e36cd66f365','Closed Cases','2011-08-01 16:00:04','2011-08-01 16:00:04','1','1','This process will schedule a follow up call to the owner of a case 1 week after a case is closed.',0,NULL,NULL,'1','Inactive','cases','Modify','--None--','Please Specify','','=','','',0),('e8d4096e-0be1-14d7-900f-4e36ebd0d1b1','Series of Tasks on Opp Create','2011-08-01 18:09:06','2011-08-01 18:09:06','1','1','This process shows how to setup Process Manager in which on Opportunity Create a series of tasks will be created and assigned one after another to the opp owner. The tasks are not created at once - instead they are created one after another when the previous task is set to Completed.',0,NULL,NULL,'1','Inactive','opportunities','Create','Modify','sales_stage','Closed Won','=','','',0),('eb4218dd-135c-1c4a-2014-543773dacd4e','JM Test - new Consolidation (works) on Income','2014-10-10 16:51:51','2014-10-12 07:40:27','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','',0,'1','1','87ae1c65-ce10-9ea5-2f4b-53f2a130e1ff','Inactive','contacts','Modify','Modify','','','','','',0);
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-- Dump completed on 2024-07-02 15:00:44
