Create tasks in Maximizer when new projects are first viewed in Qwilr
Supercharge your sales productivity with this game-changing workflow designed to elevate your client engagement. By seamlessly creating tasks in Maximizer whenever your projects are first viewed in Qwilr, you ensure that no opportunity goes unnoticed. Stay on top of your prospects, never miss a chance to connect, and increase your closing rates by proactively nurturing relationships and seizing every potential deal.
Supercharge your sales productivity with this game-changing workflow designed to elevate your client engagement. By seamlessly creating tasks in Maximizer whenever your projects are first viewed in Qwilr, you ensure that no opportunity goes unnoticed. Stay on top of your prospects, never miss a chance to connect, and increase your closing rates by proactively nurturing relationships and seizing every potential deal.
- When this happens...Project First Viewed
Triggers when a project is first viewed.
- automatically do this!Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
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Project Accepted
Triggers when a project is accepted.
Try ItProject First Viewed
Triggers when a project is first viewed.
Try ItCreate Project
Creates a new project.
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try It
New Project
Triggers when a project is first created.
Try ItProject Published
Triggers when a project is published.
Try ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try It