Create custom activity, create task in Close when new event occurs in Close

Create custom activities and tasks in Close when a new event indicates a status change. This ensures opportunities transition smoothly in your process, leading to faster follow-ups and improved sales management.

Create custom activity, create task in Close when new event occurs in Close

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Overview

Create custom activities and tasks in Close when a new event indicates a status change. This ensures opportunities transition smoothly in your process, leading to faster follow-ups and improved sales management.

Create custom activity, create task in Close when new event occurs in Close