Create Phone Call or Appointment automatically under opportunity

[sandrobunturi]

Hello Dear Experts,

I need to automatically create Appointment and Phone Call For Opportunities.

I reach this in case of tasks from workflow rules, is it possible to do same for Phone Calls and Appointments ?

Thanks in advance.

Best regards.

[PU · Accepted solution]

Hi Sandro,

Using a Activity Plan, with a routing rule. And then by configuring a workflow to specify the conditions of the opportunity, using the action "Refresh from Activity plan" you should be able to cover your requirement.

Regards,

Philip

[sandrobunturi · Accepted solution]

Thank you Philip,

Everything worked as you described !

Best regards, !