Hi all. I am setting up a customer care follow-up workflow for the Customer Success team - each CSM needs to get Task remind…

Hi @LokiStelz , Regarding the list, I would make it an active list requirement, remove them from the active list and then add…

Hi @LokiStelz , Ops Hub would be ideal as you could create a recurring workflow. However, you should be able to re-enroll co…

Hi Josh. Thanks. I see what you mean but would this not require an event /Company to be added to the List for the re-enrollm…

Customer Success - tasks for monthly customer follow ups

LokiStelz August 26, 2023, 12:59pm 5

Hi. Thanks - this works. Really appreciate your help.

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