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  1. Opportunity Task Workflow

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    2 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    JacobStone commented  · 

    Another example might be a Prospect Research Flow which would add:

    A research task to Team member 1 due 7 days from now
    A research task to Team member 2 due 7 days from now
    A research task to Team member 3 due 7 days from now
    Then a group touch base to decide if we move forward with a prospect 14 days later.

    JacobStone shared this idea  ·