Overview

The system can automatically take actions based on changes in Tasks and Deals. For example, you could send an alert to Sales Managers and Administrators any time a Deal is closed, or add a Prospect to a nurture campaign if a Task for a meeting is complete. 

Creating Triggers

To create a new Trigger,

• 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
  
• 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 filter criteria