AnsweredAssumed Answered

Are you able to create a standard set list of Opportunity tasks?

Question asked by JustinSedgmond on Apr 6, 2016
Latest reply on Apr 22, 2016 by Liam Hastings

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?

 

Thanks!

Outcomes