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:

1. Choose the "Event based" trigger type.
2. Select the "Contact" trigger record.
3. Choose when the record type is "Created or Modified".
4. Select +Add Condition.
   1. If Type is  "Retail" (Workflow Types vary depending on your settings).
5. Select +Add Condition again. 
   1. If Status is "Lead" (Status names may vary depending on your Workflow).
6. Check the radio for "Require all conditions to be true".
7. Select +Add Action.
8. Choose the "Create Task" action.
9. Create your Task and choose the assignees, then click "Save".
10. Repeat steps 8 and 9 as many times as needed.
11. Save the Automation when you are finished.