Product Description

Cover End-2-End-Scenarions by linking records

The "COSMO CE Followuprecordcreator package" is a generic solution in order to create dependent records. It can be configured per Entity and covers varios use-cases/scenarios:

  • The Sales employee wants to create tasks for other employees after an appointment with a customer and automatically inherit data from the appointment 
  • The Sales employee wants to see the status of the tasks he created out of an appointment 
  • The Inside Sales employee wants to see where the task he has to do originates from