Is there a way to adjust the auto populated time of 8:00 AM on the day of follow up?
Update - we now have an option in Settings where this open can be controlled. When in Sales, head to “Settings”, then on the left sidebar you can click “Sales”, then “Tasks”.
I’m curious if, when turned on, it is supposed to prompt you no matter what screen you complete the task from. Please advise.
For instance, I am on the contact record, or associated deal and mark the task as complete. No prompt occurs there. Is this a glitch or by design?
Hi @ellejaeger,
This functionality will only occur from the task screen I believe. @blodge please correct me if I’m wrong.
Thank you,
Jenny
I believe you’re correct. I would like to suggest they expand it or be able to expand the columns listed on the task screen to list associated deals / deal stages.
Thanks @ellejaeger! I would recommend creating an idea in the ideas forum for that functionality so that other users can upvote it!
@ellejaeger - I wanted to let you know, I just started an Idea post requesting that we add this feature to task queues, so users will get the reminders from within a contact record - if you have time, please upvote and share your thoughts about how this could be useful in deals!
I just submitted a request to have this “create a follow-up task” function added to the Contacts tool. the more people that ask for it the better!
The follow up task reminders are no longer working for me…
I’ve tried toggling the settings on and off, resetting my browser and the page, but turning it back on doesn’t seem to do anything.
Any other way to re-enable?
thanks!