Post-Sales Implementation Project

When we finalize a sale of our software services, we create a sales order. We then have a standardized set list of activities that are assigned to a team of four for various duties that have to be done in a certain order. We would like to have an automatic or semi-automatic process that would go from the Sales Order to a Project with set tasks pre-assigned to the four team members. Is there a mechanism in ZoHo that will let us do this or is there a way to program our needs ourselves?

Thanks for your help

Landra Adams
Enerlyte
801-687-2921
landra@enerlyte.com