Oct 31, 20229:06 AM - edited Oct 31, 20229:06 AM
Participant | Elite Partner
Creating a Task for a new Deal that was created from an Old Deal
Hello MarwanDajani,
You can indeed create the task using a new workflow that you associate with this new deal.
You also have other alternatives that do not require you to create a new deal: - You can assign the task and update the pipeline phase or closing date of the old deal and set a 'high' priority so that your sales rep have visibility on the deals to be reactivated in their pipelines.
- You can create a new phase in your pipeline for deals that need to be reactivated urgently with a task creation and a phase change managed by workflow.