I have a client using Zoho CRM.  The person doing most of the data input is struggling and I have been asked to streamline the process.  I'm sure it would be easiest to stay with Zoho but I need to find out how to do a couple of things.

They are using CRM to manage what they view as  a sales process.  Only it really isn't so much a sales process as a list of activities that needs to be done when a new customer comes on board.  So.. CRM might not be the best functionality.

I'd like to have a set of tasks that are automatically populated when a new customer is added.

1. input new customer details
2. Tasks 1-15 are created with due dates and assigned to users

Thanks