How to enable auto activity pop-up once the deal is Won

Alisha
Alisha Member Posts: 12 VERIFIED MEMBER
First Comment Photogenic
in Sales CRM #1

By mistake I have disabled it from the pop-up screen on won deal, now new activity pop-up is not appearing.

It used to appear automatically when I would mark a deal as Won.

My setting is on from the company setting and activity section.

Answers

  • Cejih Yung
    Cejih Yung Member Posts: 21 VERIFIED MEMBER
    Third Anniversary 10 Comments Name Dropper Photogenic
    #2

    You can recreate this by making automation for every time a deal is won, new activity created. Do you know how to do that? Lmk

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