Settings and activity
6 results found
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1 vote
Could you not user the Filter option? You can filter by Created By. The options are: All, Opportunities, SmartPlans, and Team Member
Crystal Calvert shared this idea ·
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3 votes
Crystal Calvert supported this idea ·
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4 votes
Crystal Calvert supported this idea ·
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2 votes
Crystal Calvert supported this idea ·
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2 votes
An error occurred while saving the comment -
7 votes
An error occurred while saving the comment Crystal Calvert commented
I like the separation of tasks within the tasks widget. In some cases, I am not able to make phone calls at that time, but can send text messages. I like being able to sort by task type.
As someone who uses smartplans to create lead generation tasks for me, I do NOT want an email everytime there is a task created. Maybe if this was an option to turn on/off for each task.