最近の検索

最近の検索はありません

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

回答済み
image avatar

Jake Diner

投稿日時：2021年3月07日

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?

0

1

1件のコメント

日付
    image avatar

    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

     

    0

    サインインしてコメントを残してください。

    お探しのものが見つかりませんか？

    新規投稿