I was wondering ow can i create an automated action in CRM that creates a follow up activity when a deal is set to won
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Odgovori
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Prikazi
You can create from Automated actions .. settings>technical>actions while on developer mode. If you don't view this menu, you would have to install from Apps 'Automated Action Rules' module.
Create new:
Model - Lead/Opportunity
Trigger - On Update
Trigger Fields - Last Stage Update (crm.lead)
Domain - Is Won '=' Won
Action to do - Create Next Activity
You can then select the activity to be created and whom to be assigned and Due Date
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