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