I would like to find an easy way to create a lead and then have all the follow up tasks automatically created for that lead.
Example, I create a lead and the system will create a task list for the lead for 1 week phone call, 2 week email, 3 week phone call, 4 week email, ....etc. Is this possible? If not can I create all the follow up tasks in one lead and then maybe clone the lead? Any help would appreciated.