Repeating Opportunity Stage Tasks
So we are able to create tasks linked to an opportunity and make it repeating, however we are unable to make a repeating checklist task through the Opportunity Stages & Checklists customization. It would be helpful in particular for the Cultivate phase to have a repeating follow up call task that automatically is created to keep in touch with potential future listings/buyers, rather than having to create a task for every new opportunity in the Cultivate phase.
1
vote
Madison Parker
shared this idea
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Chandley Green
commented
I completely agree with this. My current workaround is creating a single follow-up task in the Opportunity checklist, then manually setting it to recur monthly. It would be great to use the Smart Date as a variable, i.e "Repeat Every 30 days from {Opportunity Created Date}"