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Create Follow Up Phone Call when Opportunity Created

edited Nov 22, 2019 5:40PM in CRM 1 comment

When a sales rep creates an opportunity, I would like to automatically create a test set 2 weeks in the future to make a follow up phone call.

This seems like a simple work flow. I made the record type of the workflow "opportunity" the trigger after record submit. Then the first and only state is to create a task with the title "Follow Up".

Anyone have any ideas what I am doing wrong?

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