Page Comparison

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Navigate to Settings > App Setup > CRM
Click on the Triggers tab
Click the New button in the top-right corner of the screen
Select a Deal Trigger or a Task Trigger
Image Removedfrom the available Trigger types (Deal, Task etc.)
Image Added
Name the Trigger
Define the Activity that will activate the Trigger
Select whether the Trigger will apply to just the linked Prospect or all Prospects within the Organization
Optionally add conditionals based on Deal/Task field data
Click Next
Select actions
Click Save

Once you have created your Trigger, you can edit, deactivate, or delete it from the same Triggers tab.

Activities

Either Deal or Task Activities Different activities can trigger an action. Listed below are the Activities for both.various Trigger types:

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