Task sequence

We have different deal types based on what the customer is looking for. It would nice if I were able to automate tasks being created for the deal based on its deal type. The tasks would be for our sales team to perform certain actions that do not require them to contact the customer, instead they would be internal tasks designed to help deliver the same customer experience across all reps.
1 Reply

This is doable using deal workflow. Create condition for a deal to go into a workflow (your deal type), then select action type create task. If ok, please remove this idea from here.