When creating a task, it needs to push to your cell
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Curt Bennett
Task example: Call Mr. Smith today on the 2027 GMC Acadia.
If this pushed to your cell you could, on many occasions, call him on the spot or save for later, but at least it would be on your phone for reference.
Shelby Parker
Thanks for sharing this, Curt Bennett — totally get how having tasks land on your phone would make it easier to call someone right away or reference the details later. Quick couple questions so we can make sure we’re aiming at the right solution: when you create a task, what would you want pushed to your cell (just a notification, or the full task details saved somewhere you can pull up later)? Should it trigger for every task, or only certain ones (like due today/overdue, assigned to you, specific task types)? And what’s the primary outcome you’re after most of the time — calling immediately, not forgetting, or having the customer/task info handy when you’re away from your computer?