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How Do I Create an Automation To Make a Task List for a Sales Rep With a New Lead?
This Event-based Automation allows you to assign a list of Tasks to a team member whenever a Contact comes in as a new lead.
Recipe:
- Choose the "Event based" trigger type.
- Select the "Contact" trigger record.
- Choose when the record type is "Created or Modified".
- Select +Add Condition.
- If Type is "Retail" (Workflow Types vary depending on your settings).
- Select +Add Condition again.
- If Status is "Lead" (Status names may vary depending on your Workflow).
- Check the radio for "Require all conditions to be true".
- Select +Add Action.
- Choose the "Create Task" action.
- Create your Task and choose the assignees, then click "Save".
- Repeat steps 8 and 9 as many times as needed.
- Save the Automation when you are finished.