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

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Jake Diner

已于 2021年3月07日 发布

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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