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xemesrobian
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Member since ‎Mar 2, 2023
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Xavier Mesrobian

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DLeight on September 17, 2021
Hi, it would be really amazing if we could trigger a workflow based on the due date of a task!! In our case we have to call back many leads and mostly they do not close the deal immediatly but need further information or want to get a call to a read more
5 upvotes
3 Replies
Member
March 08, 2023
As an exmaple, I want to send an email to a contact 3 days prior to the due date of the task. In our case, we use tasks to identify a custo...read more
xemesrobian on March 02, 2023
You can set a work flow to look at tasks, but you cannot select due date as a selection criteria. As an exmaple, I want to send an email to a contact 3 days prior to the due date of the task. In our case, we use tasks to identify a customer has read more
5 upvotes
2 Replies
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