BH FUMBLED
closed
C
Celeste DesRosiers
It would be really cool to be able to create a task for future follow up directly from the screen after addressing a "fumble" on behalf of a salesperson.
Shawn Goebel
marked this post as
closed
Shawn Goebel
Celeste DesRosiers Thank you for the feature request! We are not planning to add this feature request. We feel that it's very easy to add a task from the Customer Card or the Pipeline from the Next Task Column. Thank you again for the feature request and have a great day!
Shelby Parker
Thank you for posting, Celeste DesRosiers! I have a few more questions for you:
- What specific information or fields would you like to include in the task for future follow-up?
- How frequently do you anticipate needing to create follow-up tasks after addressing a fumble?
- Would you like any notifications or reminders associated with these follow-up tasks?