For each new opportunity, we have a standard set of 7 individual tasks which need to be raised by the sales person. Today, we just create each one, one by one. Is there a way to create a template or module of some kind?
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Hi Justin Sedgmond,
Depending on the version and edition of Sugar that you are using, this could be either a nice easy task or a piece of development. If you are using Sugar Pro/Ent/Ult then you could implement this using either Workflow Management or Advanced Workflows. However if you are using Sugar CE then you will need to either have some custom code implemented or to install a 3rd party add-on to provide worfklow automation.
Thanks for your email, Liam. We are using the latest version of SugarCRM
Pro. Can you share any advice/steps on how to set this up?
In that case you can just use Workflow Management, which is found in the admin section should you have access. A guide to how to use this section can be found below.
What you would need here is a Workflow looking at Opportunities that when a new Opportunity is created, it creates 7 related Task records (these will be in the actions subpanel). Hopefully that support documentation should help to give you an insight as to how you create a workflow for when a record is created, and on creating related records so that you can setup this automation.
Do you offer phone support on SugarCRM by any chance? Be great to get some
(paid) help to put this Workflow Management in place and help us with some
other simple tasks such as creating custom sales reports.
We provide many Sugar professional services, with common services being training, core development and support so this is something that we should be able to assist with should your current provider not be able assist. Where are you based in he world Justin?
London, but I would like to think this requirement could be conducted over
the phone? Feel free to mail me directly on email@example.com
I have emailed you directly using the email address you provided.
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