Automation:

Automate your workflow

• Tasks
• Opportunities
• Events

• Task creation rules

  • Unlimited Task creation rules per Task Type (in addition to Task Type settings)
  • Define a linked Opportunity Type (Collection) to update and specify an Opportunity stage to update to

  Task status codes

  • Quick complete tasks from grids and forms using Task status codes
  • Default completion notes for quick data entry
  • Define default follow on Task Type to create
  • Default follow on task default new status
  • Default follow on task defualt assginee
  • Default follow on opportunity/(collection) type to create
  • Define default Message Template to send

  Task status update rules

  • Unlimited Task status update rules per Task Type
  • Specify Task Status before and Target Task Status "status to be changed to..." for the update rule to apply
  • Optionally define whether a Task Status code is required to change the status for the rule to apply
  • Define default follow on Task Type to create
  • Define default Message Template to send
  • Define default follow on Task assginee
  • Define linked Contact Status to update to
  • Define a linked Opportunity Type (Collection) to update and specify Opportunity stage to update to

• Opportunity Stage Update Rules

  • Opportunity stage update rules can be set up for all Collection groups
  • Unlimited user defined Opportunity stage update rules per Opportunity type
  • Define Task Type to create on changing to specified Opportunity stage
  • Define Message Template to send on changing to specified Opportunity stage
• • Specify Default Task Type to create on Event Creation
  • Specify Opportunity Type (Collection) to create on Event Creation