Create One Task at End of SmartPlan
I'd like the ability to put a task to myself in a smart plan that I've put a client on. For example: On Day 1, email goes out to client. On Day 2, a text message goes out to client. On day 3, a task is placed on MY task list asking me to evaluate the effectiveness of this plan, and put any new leads into Opportunities. (At present, an added task would add this task for every client assigned to the plan. I want a single task)
2
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LABS Team
shared this idea
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Julie Loving-Scott
commented
This can be achieved in the Phases and Stages of Opportunities. It took my crew three weeks to set it up. The first part is writing out your flow for each phase and stage; this takes the longest. Then, hire your teenager or adult child to input the data in each Phase and Stage.