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ReportVery obvious newbie here.
Working in Sales Professional - CRM
I am trying to trigger (create an event??) after a toggle is changed to yes which will then create a task with a defined subject heading and auto populated fields to a specific team member.
For example
Design Request Yes/No
If yes
- a task form will appear with Design Request in the Subject line
- design description will auto populate with details previously completed elsewhere
Task sent to Team member A only.
I have tried various ways, but nothing works, and I feel like this should be simple. Any ideas?
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