The idea is to have a series of tasks that automatically get assigned to the lead as it goes through all the stages.
I also need to be able to make similar processes for our project timeline.... for example, once the client has had their consult and signed off on the contract, I want the sales people to be notified of what they need to do next, and I want our project managers to be notified when it's time to start ordering parts and scheduling the work.
When I was in automotive sales, every CRM I used had this feature and it was great. You'd start every day with a list of who you needed to call or email, it would log your activity and you could leave notes for yourself. It was a great way to keep your pipeline chugging along and make sure you didn't forget to check in with your leads.
I have been trying to build these using the automations since February and either I'm losing my edge, the feature is not user friendly, or simply not designed to function like that.
Any input from any source would be great. Even if it makes me look stupid, haha.