Time for action - creating a workflow: Introductory call reminder
Now we're going to a little more with workflows — we're going to create a task as a result of a lead assignment:
- From within the Workflows module, click on New Workflow:
- Choose to create a workflow for the Leads module:
- Let's call this workflow Introductory Phone Call. Let's run it Only on the first save. Click on Save to continue:
- On the next screen, click on New Task to create the Todo: ...