Notifications sent to the bell when task are set
jessie monreal
Is there a way we can get the crm to notify our team when tasks are due, for example i set a task for a video for a guest tomorrow at 10am and then I can a notification in the bell status to remind me? that way i dont need to get a calendar app to remind me.
Shelby Parker
Thanks for sharing this, jessie monreal — totally hear you on wanting due-task reminders right in the CRM so you don’t have to rely on a separate calendar app. This is really helpful context; I’m looping it in with the team for review, and we’ll follow up if we need any additional details from your setup or workflow.