AnsweredAssumed Answered

Auto create task when subscription is added

Question asked by Kayla Ebert on Mar 13, 2018
Latest reply on Mar 14, 2018 by Kayla Ebert

When a client signs up for a coaching program, a sales rep will create a new subscription. 

They then choose a Product Template which auto-fills the description with the same name.

When a new subscription is created, I would like a task to be automatically created and added to the contact/assigned to the owner of the record.


Is that possible?