How to automatically create activity on stage change in CRM?

Question

I would like to automatically have activities created that set due dates and assigns a salesperson to the relevant stage task.
So for instance, if I drop an opportunity in "Site Check" I want a Site Check activity to be created. And when that's finished and I move the opportunity into "Site Sketch", another activity is created for Site Sketches.
I understand that these activities will all be separate from each other and I will have to set up each one, that's fine, I don't care. I just want to kn

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,You need to go to Settings -> Technical -> Automated actions and create a new action.

Your action should look something like the image above.
The model is the model you want this action to work.Active is to enable and disable this action.Trigger you have multiple options. Whether you want to trigger this action when you create a record or update a record or both.Domain you can select which all records you need this action to perform on.Action
to do is set to define which action should be don

Post Terkait	Replies	Tampilan
Create opportunity each month based on pasts orders crm automation	1 Agu 24	2816
CRM - bring leads back from archive automatically crm automation	0 Mei 20	3784
Automation for creating and sending invoices from CRM Diselesaikan crm invoicing automation	1 Nov 25	1090
CRM: automatically move an Opp when a quote is created? crm stages automation	2 Agu 25	2512
CRM: Create Automation to re-create a re-order/follow up Diselesaikan crm opportunity automation	2 Des 24	2341

Pertanyaan ini telah diberikan tanda

Menikmati diskusi? Jangan hanya membaca, ikuti!