Create a Process (Walkthrough)
Important: A misconfigured Process can cause many errors and prevent data from saving in your system. Make sure to carefully and correctly set up your Process to prevent data loss. Want help setting up your process? Professional Services can help!
In this example, we'll accomplish two goals:
- Send an email to any person that responded to an Opportunity.
- Assign a task to the person responsible for that Opportunity so they can follow up with the person who responded.
Next, you can set up your steps.