fixed: prospect -> client default data assignment updated: schedule module
fixed: prospect -> client default data assignment
https://bitrix.vidaselect.com/company/personal/user/322/tasks/task/view/730065/
I need your help with updating an existing automation, please.
It's within the Sales Automation that we have based on the "Sold" stage on the Prospects triggering a set of events - including creating the client page, and assigning specific tasks.
I need the following things changed in the automation: When the Client Page is created at the time of the Prospect being marked as "Sold", kindly set the Client Owner (Responsible Person) to Nate Goco (339) instead of Clester. | See Screenshot A When the Prospect is marked as "Sold", two tasks populate, one of them is currently assigned to Clester - please update this task to Nate Goco (339) as the Responsible Person and Creator. | See Screenshot B and C
updated: schedule module