Often when I’m working through my task queue, I’ll call a prospect and not be able to reach them. In this scenario, I’d like to bump my task due date forward to try again the next day (or a few days later if I’ve left a voicemail).
I do NOT want to have to create a new task every time, because then the account activity is cluttered with completed tasks that really didn’t advance anything forward.
I’ve noticed that as of today, the new Task Queue feature allows you to click a button in the top banner to “Reschedule”, however the Call window still only has the option to “Save Call and Complete Task”. If I try to reschedule the task before saving, it will adjust the date, but it’ll still mark the task as complete (which means I have to go and uncheck it to mark it as open again).
Please update the call button to just “Save Call” - or add a second button to “Save Call and Reschedule Task”.
