Is there a way to create a set of tasks?

[dzungk]

Hi,

I want to create a set of designed tasks for prospecting leads, something likes:

SET of Task: Prospecting

--Task 1: Call 1 -- When: Day 1

--Task 2: Email 1 -- When: Day 2

--Task 3: Call 2 -- When: Day 3

...

Is there a way to archive this?

[dawnlinsk · Accepted solution]

The best option for this is to create a workflow, available on the Pro plan.

[rogw127]

Whats the second best option without having ProPlan?

[dzungk]

I accepted that all I have is that.

So I tried to think of new way to archive what I originally wanted.

I'm currently using this: I add a property named "Next action" to contact. It is a drop-down with my own next actions/tasks (e.x 1. New lead - call, 2. Follow up ..) as options.

I also add an other property to contact record: "next action date". After I make any contact with Lead I will update the status of these properties to keep it updated.

Then I create custom filters based on these properties and last contacted time.

Finally, I have some Custom Filters like "List 1. New Lead - Call ASAP. List 2. Called last week, List 3. Need to follow up today. List 4. Need follow up DUE list...

That's it. It's not what I originally wanted, but it works smoothly for me now. I can't give you full guide, but hope this give you some idea to get it work for you.

Cheers!

[dzungk]

Thanks for your reply.