Ability to manually schedule an entire task workflow for a Deal
gathering votes
R
Rachael Bunting
When I have a customer looking for something specific that isn't in inventory at that time, I want to be able to set a recurring weekly/biweekly/monthly/etc. task without marking them as sold or having to edit an existing task
Shawn Goebel
Merged in a post:
multiple schedule opportunity
M
Michelle Nordstrom
when assigning the bdc schedule, being able to have multiple scheduled times. Like one schedule for before lunch then another schedule on the same day for after lunch.
Shawn Goebel
Merged in a post:
User Manually Start Automation
N
Nick Gillis
The ability for users to start a business rule manually that could then run a series of automations would be very useful. The ability to tag a prospect might be a great way to set off this automation. An example would be tag {send promo 1} which would then set off a series of outbound emails, texts and tasks over a period of time. So if a prospect is tagged with {x} then do {A, B, C} in business rules.
Shawn Goebel
gathering votes
Shawn Goebel
Rachael Bunting Thank you for the feature request! I am going to move this one into Gathering Feedback to see what other users think about this request! Thank you again for the feature request and have a great day!
Shawn Goebel
Merged in a post:
Ability to set full task schedule instead of individual tasks
At our dealership BDC will send older internet leads that we haven't made contact with out to the salespeople. This gives them a chance to call the customers and see if a fresh perspective can get them to come in. There should really be a way to restart an entire task schedule with emails and phone calls instead of only being able to schedule individual tasks.