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905Hello,
In the sales hub module, our sales managers create an account or a contact even if we still didn't start a business with a company.
Our requirement is when the sales managers create either an account or a contact (that might be related to the account) is to generate tasks automatically for the salesperson as per the below example:
If I created an account, defined the required information, and assigned the right sales team as a sales manager I want to have something automated to generate tasks for every sales person that is assigned to this account.
Example: Account A has 4 contacts the total tasks that should be generated are 4 (for each contact) and assign the tasks to the right salesperson.
- Salesperson A - should meet with CIO
- Salesperson B - should meet with HR
- Salesperson C - should send related documents
- Salesperson D - should meet with the IT manager
Those task descriptions are always static for those sales persons which means any account created should have those tasks assigned.
This will help the sales manager later on the reports to monitor if the salesperson has completed his task for a certain account and will avoid each and every time the manager creates tasks manually and wasting his/her time.
Could you please advise what will be the solution for the above requirements? Do we need to have customization for this kind of automation (Power Automate..) or is there something out of the box?
Any help is highly appreciated.
Thank you!
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