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DGarcía

‎Feb 19, 2021 11:29 AM

Member

Auto asign task to a related contact

If a task is created and only related to the deal itself, I would like create a workflow to get automatically related with all the contacts related with the deal

Tasks
0 Upvotes
1 Reply 1
TiphaineCuisset
Community Manager

‎Feb 22, 2021 6:09 AM

Community Manager

Auto asign task to a related contact

Hi @DGarcía 

 

Thank you for reaching out. 

 

This is not possible at this stage to automatically associate contacts to a deal task, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

 

Thank you

Best

Tiphaine


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Auto asign task to a related contact
Sales
Feb 22, 2021