Create tasks when new lead statuses are updated in Teamgate CRM
When you start working with a new lead and change their lead status in Teamgate CRM, this automation automatically creates a task of your choice and assigns it to a lead owner in Teamgate CRM. Focus on the tasks that matter the most when qualifying the leads.
When you start working with a new lead and change their lead status in Teamgate CRM, this automation automatically creates a task of your choice and assigns it to a lead owner in Teamgate CRM. Focus on the tasks that matter the most when qualifying the leads.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Activity
Creates a new activity.
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