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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.
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?