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Follow-Up Activities created via Scheduled Process
Last updated : 16/07/2021NOTE: This integration is currently in BETA only and not available on the Script Library at this time. The functionality on these pages may change without warning. Please contact us if you would like to be involved in testing this integration.
The integration is designed to create Follow-Up Activities once every person related to an Opportunity in an active sequence have finished. These Activities are created against the last person that is set to finished in a sequence in Workbooks. The Activities are created to ensure that the correct next steps/actions are taken against the people in a sequence i.e. deciding whether or not they need to be qualified etc.
The Follow-Up Activities are synchronised to Workbooks and assigned to whoever the person and opportunity is assigned to. This creates the relationship between the records and therefore relating them.