• Agro Product Team

Task Generator

Do you ever wonder whether you've missed a key task in the setup of a new deal? Things sometimes fall through the cracks during busy times, but we have come up with a way to address this.


Through the introduction of a new Task Generator object, you can now setup a template of Tasks for each stage of a deal and automatically generated Tasks on a Facility or Account as the it moves through the lifecycle.


We also have the ability to restrict progression on a deal through clever validations which unlock the gates as the required tasks get completed, taking the guess work out of what needs to be done next.