When I make a call & want to follow up, I create a Task in HS. It would be helpful & save time if the TIME part would auto-default to my current time. So for example, I create a Task and it’s 11:30 am. I’d like the time to Auto-populate for 11:30 am.
Another idea on tasks would be to create Custom Tasks (in a dropdown), that I could preset. So, for instance, I select Custom Task ONE and I’d have it preset to call again in 5 working days at the same time. If I select Custom Task TWO, it would be preset to call again in 2 weeks at the same time. I could then click in the task to change day/time manually if desired. This would certainly streamline my task setting processes.