Aug 21, 2017 6:04 PM
This is already a feautre within the both call and email function under a contact, if you are completing tasks via a queue playlist. the box "create follow up task" is right next to the send/save and complete task button. it creates a generic "follow up task" that you can amend and and notes to.
Aug 22, 2017 1:15 PM
You would think it would be handled consistently across the interface. In the task list for a contact, the option is not there - if you select the check mark to indicate complete, that's the end of that action. If you do it from your Task queue, it is also not there - again, you select the check mark to indicate completion, and you're done. Moreover, in the latter scenario, you then have to go back to the Contacts tab (as far as I can tell), query the contact, and enter a new task. This is a typical workflow for any CRM.
Sep 10, 2018 1:21 PM - edited Sep 10, 2018 1:22 PM
totally agree with Craig's post from from 2017. I work heavily on the contact and deal screens and it would make my workflow much more efficient. No matter where you complete a task, there should be an option to promt to create a follow up.