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Johanna25
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Member since ‎Jan 31, 2024
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Johanna25 on June 26, 2024
Automatically open Playbooks based on ongoing task
We are currently trying to enforce the use of playbooks for our sales reps, to ensure the correct logging of data and to automate follow-up task creation. Since we have a couple of different call types and activity types, they loose time while findi read more
Reply Idea Playbooks Tasks
4 upvotes
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JVeirs on June 24, 2020
Log activity without completing task
It would be very convenient to be able to log activities under a contact which you have a task scheduled for without having to complete the task at the same time. This would allow ease of updating / moving tasks without having to create a new task read more
Reply Idea Tasks
125 upvotes
84 Replies
Johanna25
Member
June 24, 2024
Upvote on a lot of the comments above. We need to be able to choose to log comments or send emails without completing a task in a task queue by d...read more
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