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WKing
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Member since ‎Oct 22, 2021
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Wendy King

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RobbDillon on July 30, 2020
Can you save a task and not have it auto-complete?
the new interface automatically 'completes' a task when you save it. Can you turn this off?? Tasks aren't necessarily complete when you save. For example, if i have a prospect I am following up with, I will use notes section to track my activities read more
Reply Idea Tasks
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WKing
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April 04, 2022
I make my call push my task forward because I didnt reach and make my note, now i have lost my task and my lead if I don't catch it.
WKing on October 22, 2021
Auto completing a task when making a note
Since the auto complete only shows up sometimes at the bottom when making notes it's hard to keep an eye on, can we have the box checked by default in settings to create a new task? I am losing track of my follow up. I create my task first then my read more
Reply Idea Tasks
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