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How to automate creation of multiple tasks for each new deal created in Zendesk Sell
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Publicado 07 mar 2021
For each new deal we need the agent to follow a list of tasks. One task can be created automatically using "Business rules" automation setting. Now, how about 10?
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Sharie Salilaguia
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
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