On the Contact Record, our organization has a picklist field called “Sales Lifecycle Status”. Some of the values include:
Cold / Not Started
Being Worked
Replied
Nurture
Customer
For a contact to be in the status “Nurture”, we want to have the sales reps create a future task on the contact record with the type set to “Nurture”.
Unfortunately, I am finding that we cannot customize the Task types. With this limitation in mind, what would be the best way to achieve this?
Hi @MMetros5,
If you want to reference this task type in lists, workflows, reports, then it could be as simple as a naming convention. Tasks can be filtered by Task title, so if you use for example “[Type] | [Contact first name] [Contact last name]” as your naming convention, reps would be able to filter all their nurture tasks by searching for “Nurture”, “Customer” etc.
If workflows are creating your tasks, you would need one if/then branch per value: One branch that creates tasks named “Nurture | [Contact first name] [Contact last name]” and so on.
Hope this helps!
Hi @MMetros5 ,
You can create a simple worflow to achive this.
Trigger: when the “Sales Lifecycle Status” is nurture, create a task-
Next, create task with name ‘Sales LS-Nurture First Name Last Name’ (using personlized token) and create tasks.
Hope this helps!
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Thanks and Regards.
