setup repeating activities?

[cback]

My company is using SugarCRM (Community Version) to track leads but we need to expand its usefulness. Once a lead has been converted into a customer there are about several activities that need to occur. These activities are the same for every customer - need to do a customer visit; receive required setup data; install software; install hardware; etc. A lot of these activities are getting missed because we assume everyone goes into SugarCRM and sets up these activities for themselves, but that is not the case.

Is there a way to setup a Project or Opportunity or Case (or anything else) that can be assigned to an account that would automatically setup these activities for the customer instead of manually adding/creating?

[Angel]

Take a look at the logic hooks functionality. Check out sugarcrm.com/wiki and developer.sugarcrm.com for more details.

I've used them before to do something very similar on multiple occasions. Through a logic hook you can instruct Sugar to automatically schedule items upon the record being added to the database (or other condition being met).