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Automated activity templates
How to create activity templates where you can assign multiple tasks at once under a contact or company?
Hi Yolanda!

You can create a business process based on a particular condition (e.g. when new CRM record created or modified) - and add several actions to the business process template, like several tasks, email messages, calendar events. You can read about business processes in our Training Course.

Best,

Yana.
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