Automation of the Opportunities management process
Release date:
The Hanna CRM system has been improved and supplemented with settings that allow for the automation of the management of the opportunity process. Thanks to these settings, your process can look like this:
A task is automatically created for the created opportunity> After this task is completed, the stage of the opportunity is automatically changed and the next task is created > The process repeats until the final stage of the opportunity
Describe this process under the opportunity stage settings (System Settings > Features > Stages). Select an edit stage and specify which task template should be created when this stage is selected and which stage the opportunity should be changed to when the task is executed:
Then select the next stage and add these settings to it, describing each stage required for the process.