RangerMSP Business Automation for successful ITs

February 4th, 2014, 11:42 AM
Brian Roberts
Posts: 22
I am trying to automate certain processes we go through. As we have never really done this I was hoping to get some examples of how others go through their processes so I start creating Activity Templates.

Ex: Opportunities

What, if any, Activity Templates do you have set up when you get a new Opportunity?

Thanks in advance!

August 25th, 2021, 11:13 AM
Posts: 33
Interesting. As old as this post is, we had the exact same question? Anyone willing to share?

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