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Anonymous
January 27, 2015
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2 Call Tasks in 1 Flow Step?

  • January 27, 2015
  • 4 replies
  • 1434 views
Hi all,

I wanted to create a call task for 2 specific sales reps when a customer clicks in an emai. This is a special program so they aren't necessairly in Sales Force as the lead owner. Since I cannot select 2 sales reps from the drop down Owner in the Create Task view should I just create 2 Call Tasks in the 1 Flow step?

Thanks!
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Best answer by Kristen_Malkov1
2 call tasks in the one clicked smart campaign, provided you set the filter logic within the flow step.

4 replies

Josh_Hill13
Josh_Hill13
Level 10
January 27, 2015
You would need to have 2 flow steps. Alternatively, you can add one or more sales emails in the To Other section...assuming you can hard code it.
A
Anonymous
January 27, 2015
Thanks Josh! So create 2 smart campaigns for clicked? Or create 2 Call Tasks in the 1 clicked smart campaign?
Kristen_Malkov1
Kristen_Malkov1Accepted solution
Level 7
January 27, 2015
2 call tasks in the one clicked smart campaign, provided you set the filter logic within the flow step.
A
Anonymous
January 27, 2015
Great thanks Kristen!!
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