Add Task when creating a contactSOLVE
May 19, 2020 7:27 AM
hello - is it possible to add a task when creating a new contact? Ive looked in the property setting and cannot see it. It woudl be great to be able to do this so you can add foloow up tasks when creating a new contact - Thanks!
Solved! Go to Solution.
May 20, 2020 6:11 PM
Hmm - That's not one of the functions (that I have seen), but you could create a custom property that marks someone as follow-up needed or type of follow-up needed, add that to the sidebar in your settings and create the workflow based on that property as the trigger.
This could be helpful for creating a uniform task across the CRM based on the follow-up that is needed. You'd need to decide on whether it assigns to a contact owner or if no owner round robin across your team.
Hope this is helpful!