How to create auto-scheduled task?

Karel Tinka

September 27, 2016 13:56


Pipeliner allows you to create auto-scheduled task automatically when Opportunity is moved to specific Sales step.

How to configure Auto-scheduled Tasks

Once Opportunity will be moved to specific Sales step, new Activity will be scheduled in your calendar automatically.

Please note, that all users will need to synchronize manually in order to apply the changes.

Did this answer your question?