We need a true recurring follow-up task feature added to DriveCentric. Right now there’s no clean way to keep long-term prospects in a consistent cadence without manually resetting tasks every time. What we need: A recurring task option with selectable frequencies: daily, weekly, bi weekly, monthly, bi monthly, quarterly, yearly Tasks automatically regenerate after completion with no manual re-entry Ability to apply this to any contact regardless of process or stage Option for no end date or a defined stop date Full visibility inside Smart Tasks or the main task dashboard This would allow us to maintain consistent long-term follow-up without relying on manual workarounds or inconsistent process usage. Right now the workaround is pushing tasks forward manually or trying to fit customers into processes that don’t match real buying timelines, which creates gaps and lost opportunities. If this already exists, we need clear training on how to use it. If not, we’d like this submitted as a feature request.
