CRM

DKMT
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Reoccurring Tasks

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I send a report out to a particular client prior to monthly meetings.

Within the company I set a task for myself with an email reminder. 

Is it possible to set this as a reoccurring monthly task?

 

1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Reoccurring Tasks

resolver

Hi @DKMT

 

This is not currently supported by CRM tasks. There are a couple of ideas, however, that are getting traction that you could add your vote to:

 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Ver la solución en mensaje original publicado

2 Respuestas 2
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Reoccurring Tasks

resolver

Hi @DKMT

 

This is not currently supported by CRM tasks. There are a couple of ideas, however, that are getting traction that you could add your vote to:

 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
DKMT
Miembro

Reoccurring Tasks

resolver

Thank you Phil.

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