Automate Creating Actives After Won Deal

I’m looking to automate some onboarding when a deal is marked as won.

I want to schedule 12 activities, once a week on Wednesday at 11 AM for 12 weeks. I also might want to add the option to start the 12 activities from a different date, as well as have a drop-down to choose a Tuesday/Wednesday/Thursday.

This could also be done using a popup modal with the 12 activities queued up on the screen with the ability to tweak them individually and then submit them to schedule all of them.

Please PM me!

Thanks,

Steve