Feb 15, 2018 10:19 PM
I've been following this closely because I really want to switch from Insightly to Hubspot. The only thing stopping me is recurring. When I'm on Insightly I can set a task to remind me when a client contract is ending so I can reach out to them and renew it. When I mark this as complete the task resets for the same time next year.
I know that in HubSpot you can't do this in tasks. Is there another way in HubSpot I could do something like this? It's solely to notify me when a yearly contract has expired. Can I do it in deal instead of task? Is there any way?