Sugar Workflow - Create a Task List for your employees when new Leads are Assigned to them : SierraCRM

Sugar Workflow – Create a Task List for your employees when new Leads are Assigned to them

May 2, 2016

Sugar Workflow – Create a Task List for your employees when new Leads are Assigned to them

Your company knows best how to turn a lead into a paying customer. This often includes a series of automated emails, calls and tasks. Make sure your employees are doing what they are supposed to be doing with their new leads by creating a Task list for them when new leads are assigned to them. In this Process Manager 4.0 tutorial, we show you how to create a simple workflow that creates a series of Tasks that are auto-created and assigned to the owner of the new Lead.

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