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JDolby442
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Jonathan Dolby

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JDolby442 on April 11, 2022
Customise "Complete & Send" Options for Closing of Tasks
I'd like to have control over the default option Sales users have when sending an email, when an open task exists. Currently they have "Complete & Send" and yes they can change it using the arrow, but I would prefer to have a simple "Send" as th read more
Reply Idea Tasks
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JDolby442 on April 11, 2022
Tasks - Send & Complete Option - Setting Send as Default for Sales
When our sales team have a task against a contact, if they go to email them the default option is "Send & Complete"...can this be changed? Quite often this means an email is sent but the task isn't actually "complete" in the sense for exampl read more
Reply Discussion Sales Tasks
1 upvote
4 Replies
JDolby442
Member
April 11, 2022
Thanks Karsten!
Solved
JDolby442 on April 11, 2022
Tasks - Send & Complete Option - Setting Send as Default for Sales
When our sales team have a task against a contact, if they go to email them the default option is "Send & Complete"...can this be changed? Quite often this means an email is sent but the task isn't actually "complete" in the sense for exampl read more
Reply Discussion Sales Tasks
1 upvote
4 Replies
JDolby442
Member
April 11, 2022
Thanks Karsten!
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