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quiggdavid1406
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David Quigg

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quiggdavid1406 on Oktober 06, 2021
putting contacts into categories/ users
I am wondering if anyone has any advice on the best way to organise our contacts. we currently have our own accounts for our contacts and another account that we have called 'go fish' that we can cold call from. Is this the best way to do this or Beitrag ansehen
Antworten Diskussion CRM
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2 Antworten
lrn24 on Januar 02, 2019
Task Due Date Time
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
Antworten Idee Tasks
408 Likes
176 Antworten
quiggdavid1406
Mitglied
Oktober 06, 2021
The ability to toggle times on and off would be great. I personally prefer to have times on taks and I like to space them out throughout my day. But ...Beitrag ansehen
TGudmestad on April 22, 2021
Setting a Task Limit Per Day
It would be amazing if there was a way to assign yourself a task limit a day. So if say I assign myself a task limit of let's say 25, when I reach that limit, a notification or a red mark would appear letting me know that you've surpassed the task l Beitrag ansehen
Antworten Idee Tasks
36 Likes
7 Antworten
quiggdavid1406
Mitglied
Oktober 06, 2021
T his has been a problem for me recently, I have a team that assign tasks for me and I came in yesterday to 40 tasks when I usually get thru 10/15 a ...Beitrag ansehen
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quiggdavid1406 on Oktober 05, 2021
Tasks per day
I am creating tasks for myself and I have others creating tasks for me as well. Is there a way to set a limits on the number of tasks per day so that I dont come in from a day off to find 40 tasks have been assigned to me that day?
Antworten Diskussion CRM
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1 Antwort
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quiggdavid1406 on April 14, 2021
Can I see if I've forgot to set a task
Everytime I speak to a contact I should be set a future task to speak to them again. Is it possible to filter my contacts and see those who do not have a task assoicatied to them so that I am sure I have one for everyone. I want to make sure I Beitrag ansehen
Antworten Diskussion Contacts CRM Tasks
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1 Antwort
lrn24 on Januar 02, 2019
Task Due Date Time
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
Antworten Idee Tasks
408 Likes
176 Antworten
quiggdavid1406
Mitglied
Oktober 06, 2021
The ability to toggle times on and off would be great. I personally prefer to have times on taks and I like to space them out throughout my day. But ...Beitrag ansehen
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