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Smart Tasks

New Member
Posts: 7
Country: USA

Smart Tasks

Is it possible to have a smart task run based on a change in the status of a "STAGE" field in an opportunity? I want the smart task to run immediately and automatically, not have to wait for a certain time (i.e. 1am every weekday). For instance if a stage changes from "needs assessment" to "Quotation Request" I want an email sent to the sales manager immediately. (not have to wait for a certain time.

 

thank you in advance for any help.

 

 

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Smart Tasks

Smart Tasks won't initiate off of a change to a field, they are either scheduled or run manually. 

 

After changing the field you can select Schedule > Run Smart Task > kick off the appropriate Smart Task and choose 'Selected Records' option.  It will run immediately and only for the selected contact(s).

Greg Martin
Sage
New Member
Posts: 7
Country: USA

Re: Smart Tasks

Thank you very much for the quick reply!