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How to set task must be automatically set for an available team member on opportunity
Hello Community,
One of the business processes requires the Relationship Manager (Account Manager), who is a road warrior, would like to have his team help him on tasks.
An Opportunity would have following states
Of these stages right after “Needs Analysis” is completed, a task must be automatically set for an available team member to prepare for next stage – Send PPM – which is a process by itself. But for the for the process flow it is simply a task assign to available team member (Associate).
When Perception analysis is complete, a similar task should be assigned to his associate to prepare “Proposal/Term Sheet”.
How to set this requirement its possible through workflow or trigger
One of the business processes requires the Relationship Manager (Account Manager), who is a road warrior, would like to have his team help him on tasks.
An Opportunity would have following states
- Prospecting
- Qualification
- Id. Decision Makers
- Needs Analysis
- PPM Sent
- Perception analysis
- Proposal/Term sheet sent
- Negotiation/Review
- Closed (Won or Lost)
Of these stages right after “Needs Analysis” is completed, a task must be automatically set for an available team member to prepare for next stage – Send PPM – which is a process by itself. But for the for the process flow it is simply a task assign to available team member (Associate).
When Perception analysis is complete, a similar task should be assigned to his associate to prepare “Proposal/Term Sheet”.
How to set this requirement its possible through workflow or trigger
Yes, you can definitely do this with the help of a Process Builder.
But I have a couple of questions -