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AWhite50
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Member since ‎May 30, 2023
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Amanda White

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AWhite50 on May 30, 2023
Create Repeating Task with Workflow NOT connected to an Object
Hi everyone, I'd like to create a repeating "To-Do" Task for every sales rep that's titled "Sales Weekly Summary". It shows up as a task that they must complete by Friday every week. The task includes a snippet list of 6 questions they must answ read more
Reply Discussion Enterprise
0 upvote
4 Replies
AWhite50
Member
June 01, 2023
Hi Karsten, I decided against adding the reporting component as one of our leaders wants to see the responses without having to leave their inbox and...read more
Solved
AWhite50 on May 30, 2023
Create Repeating Task with Workflow NOT connected to an Object
Hi everyone, I'd like to create a repeating "To-Do" Task for every sales rep that's titled "Sales Weekly Summary". It shows up as a task that they must complete by Friday every week. The task includes a snippet list of 6 questions they must answ read more
Reply Discussion Enterprise
0 upvote
4 Replies
AWhite50
Member
June 01, 2023
Hi Karsten, I decided against adding the reporting component as one of our leaders wants to see the responses without having to leave their inbox and...read more
Solved
AWhite50 on May 30, 2023
Create Repeating Task with Workflow NOT connected to an Object
Hi everyone, I'd like to create a repeating "To-Do" Task for every sales rep that's titled "Sales Weekly Summary". It shows up as a task that they must complete by Friday every week. The task includes a snippet list of 6 questions they must answ read more
Reply Discussion Enterprise
0 upvote
4 Replies
AWhite50
Member
June 01, 2023
Hi Karsten, I decided against adding the reporting component as one of our leaders wants to see the responses without having to leave their inbox and...read more
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