Opportunity To-Do Automation | Voters

Opportunity To-Do Automation

complete

Joel Schwartz

Automatically add/replace to-do items to an opportunity based on the deal stage.

July 26, 2023

Geoff Mina

marked this post as

complete

This feature is complete. You can now specify what stage the To-Do should be added on. Leaving it blank will add the To-Do on creation of the opportunity.

The relative dates will be set based on the date the opportunity moves into the sage.

mike

Also add Due Dates to the To-Dos

Dave

Yes please - Currently you can add pre-made todo's when an opportunity is created... and then set relative due dates, but it add's all of the todo's at once. I would like to be able to have different todo's automatically set based on the stage of the opportunity. Having them all added at once, means I really can not add any due dates since I dont know when an opportunity will move to the next stage.