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Is there a way to generate a set of tasks automatically when a new account is added into the CRM?
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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
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.
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