Share
ReportIs there a way to generate a set of tasks automatically when a new account is added into the CRM?
*This post is locked for comments
You’re offline. This is a read only version of the page.
230
Is there a way to generate a set of tasks automatically when a new account is added into the CRM?
*This post is locked for comments
Yes, as Scott reply before, The best way and think the only way its via workflow or dialog, but the most easiest is with WF.
Hi James,
Yes! You can do this using an automatic workflow that is run when an account is created. The workflow then creates the tasks you need.
See the following for a good tutorial on doing something similar - www.powerobjects.com/.../how-to-create-automatic-follow-up-activities-in-crm-2011
Hope this helps,
Scott
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (