CRM

DKMT
Membro

Reoccurring Tasks

resolver

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 Solução aceita
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

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

Exibir solução no post original

2 Respostas 2
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

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
Membro

Reoccurring Tasks

resolver

Thank you Phil.

0 Avaliação positiva