Process Examples

[Brian Roberts]

I am trying to automate certain processes we go through. As we have never really done this I was hoping to get some examples of how others go through their processes so I start creating Activity Templates.

Ex: Opportunities

What, if any, Activity Templates do you have set up when you get a new Opportunity?

Thanks in advance!

Brian

[trgteam]

Interesting. As old as this post is, we had the exact same question? Anyone willing to share?