Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
sdagistansdagistan 

Create Multiple Tasks Automatically when a new Lead is entered

Whenever a new lead is entered, I want to see new tasks being created automatically and assigned to the lead owner. How can I do this in the Professional Edition?

Thanks.

CRMGeneralistCRMGeneralist
I think you can only do this with Enterprise Edition and above.
ksasksas
Any idea how one can do this in the Enterprise edition??
PeanutmanPeanutman
Hi Ksas,

In Enterprise Edition, this would be done using Workflow Rules.

I am not sure about Professional Edition.

Good Luck,

Eric