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Can I prompt users to create a scheduled activity / follow up activity for an Opportunity automatically / by default?

Updated: 17 May 2022 15:59:49 OpenCRM::Opportunities OpenCRM::Activities

In "additional settings" under the "Opportunities" heading you will find a new setting for "Default schedule activity" this picklist will allow you to define a default value for the "Schedule Activity" picklist in Opportunities.

If set to anything other than "None" on creation of a new opportunity or editing an existing opportunity the value specified in the setting will automatically be set on the opportunity and the "Schedule Activity" section of the opportunity will be expanded.

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