Alex - are you still using Salesforce for your RFP/proposal management? We are doing tool research - wondering if we can use Salesforce only, or if we would need something like RFP360?
@anthony Scatamaccia - Yes, there is an Appexchange app for that. You have some good questions that this forum probably isn't the best for. If you can contact an SE at Salesforce, you can get more answers.
Is it possible to mass create tasks? we reach out to sales reps, throughout the globe, after an rfq is signed to update the accounts they are aligned to. tasks are time sensitive so we wanted to use milestones to assign. essentially it route to a specific rep and say: call account x(unique for that user) all other task fields would be similar The effort seems too cumbersome to create one task at a time. Any ideas? Also, can a workflow be added to late tasks to escalate to their manager?
Love that video Alex great presentation!
Alex - are you still using Salesforce for your RFP/proposal management? We are doing tool research - wondering if we can use Salesforce only, or if we would need something like RFP360?
*WOW, so good! Thanks for providing this video, it really helped! :)*
Alex Zarowny Great video! I a question: did you give the serial number to each milestone manually?
@anthony Scatamaccia - Yes, there is an Appexchange app for that. You have some good questions that this forum probably isn't the best for. If you can contact an SE at Salesforce, you can get more answers.
Is it possible to mass create tasks? we reach out to sales reps, throughout the globe, after an rfq is signed to update the accounts they are aligned to. tasks are time sensitive so we wanted to use milestones to assign.
essentially it route to a specific rep and say:
call account x(unique for that user)
all other task fields would be similar
The effort seems too cumbersome to create one task at a time. Any ideas?
Also, can a workflow be added to late tasks to escalate to their manager?