How to automate creation of multiple tasks for each new deal created in Zendesk Sell

Answered

1 Comments

  • Sharie Salilaguia
    Zendesk Customer Advocate

    Hi Jake,

    When you go to 'Automated Actions' in Sell, select 'When new deal is created in (name of pipeline)' and then click 'Create task' up to 10 times and this would create 10 tasks.

    I hope this helps!

    Sharie Salilaguia
    Customer Advocate | Zendesk Sell

     

    0

Please sign in to leave a comment.

Powered by Zendesk