In This Article:

    Programmable Tasks Overview

    In This Article:

      Programmable Tasks may be assigned to Custom Fields on the main Constituent screen.  This allows you to have Salsa CRM automatically generate a task when the value of a Custom Field changes.  This feature is ideal for tracking Moves Management steps.  For example, you may set up a custom field dropdown box, with each entry in the dropdown being a “step” in your Moves Management process.  As the status of the task changes from one step to another, you can program Salsa CRM to send any number of alerts to the Salsa CRM users you assign to the status change– such as a reminder to follow up with a call to a specific prospect.

      Was this article helpful?
      0 out of 0 found this helpful
      Have more questions? Submit a request



      Article is closed for comments.