How can we improve Sell?

Setup Strings of Tasks

Setup strings of tasks. For example if you get a new client on board there are a series of tasks that occur. It would be great if you could set up a 'string' of tasks so they automatically populate when you get a new client on board.
For example, welcome call to client, send client new info pack, process invoice, setup on payment spreadsheet etc.
These would obviously need to be set individually but there are definitely strings of tasks that occur all the time and this would save having to create separate tasks all the time.

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Caroline Foster shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
completed  ·  Adminsupport-team (Admin, Base CRM) responded  · 

Hi Caroline,

Thanks for reaching out and for this valuable feedback! In fact, we loved the idea so much that we had already built Automated Tasks feature!. You can create a rule to create new task (or tasks) when one of following conditions is met:

New lead created New contact created New deal created Deal stage move

Automated Actions feature is available on Professional and Enterprise plans. You can read more about automated actions in following support article:

Best Regards, Marcin @ Base Support Team

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  • Kerry commented  ·   ·  Flag as inappropriate

    Hi Marcin, I love the feature too but am a small business that does not warrant a professional or enterprise plan. Is there a way that I can do this in the starter options?
    Kind Regards,

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