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Creating Activities for a User with automation
Creating Activities with Target Groups Introduction You can create activities in mass for the assignee of the accounts or contacts in a target group, or some other CRM user. These activities automatically have a link to the contacts or accounts in the target group, and they could concern e.g. a call campaign. You can either create […]
Scheduled Tasks
Scheduled Tasks With scheduled tasks it is possible to automatize the use of target groups. You can for example set a target group to update automatically at certain time intervals and/or automatically create activities concerning the target group to your calendar. You can also use a scheduled task to schedule in advance a mass edit for a certain […]
Scheduling Target Group Activities
Target Group Activities’ Settings and Scheduling Them Introduction You can create activities in mass for the assignee of the accounts or contacts in a target group, or some other CRM user. These activities automatically have a link to the contacts or accounts in the target group. Activities like these could concern e.g. a call campaign: the user […]
Update information to linked and current entity
General This workflow gives the possibility to update information beyond the saved entity. For example, when the potential is saved, the account information is updated and saved with new information. Information from the Account is copied to the contact like the street address This workflow also allows you to run your own dynamic field formulas, […]
Workflows
General Workflows can be used to automatize several actions in modules. Workflows are triggered by changes made in the target module’s fields – e.g. when a potential’s stage is changed to ‘won’ or when a customer’s assigned user has been changed. When triggered, the workflow can for instance send an email, create an activity, run […]