Automatizar Tarea al enviar un presupuesto
Buenas de nuevo,
VAmos avanzando poco a poco....
Estamos configurando Books, y queremos hacer una cosa que no se si es posible, supongo que si porque el universo Zoho tiene soluciones para casi todo ( de momento no hemos conseguido que nos haga el café, por eso casi )
Ayer hicimos unas automatizaciones básicas, por ejemplo, cuando se da de alta un lead, que nos cree una tarea para recordar que se le a de llamar, y queremos ir a por otra, un poco más complicada.
Nosotros los presupuestos los hacemos por Books, ya que en CRM, no nos gusta eso de que el IVA se tenga que poner a mano. Entonces, se puede crear una automatización que al enviar un presupuesto a un cliente, se nos genere una tarea para contactarlo en X días?
Así tenemos apuntado cuando hacerle el seguimiento y no nos perdemos nada.
Gracias
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