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kabrahams
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Member since ‎Jan 29, 2019
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Kurt Abrahams

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JennPape on January 26, 2018
Customize the suggested follow up task due dates or add more options
I'd like to be able to schedule a follow up task for 3 or 6 months (and ideally have it land on the closest business day). Can you add these intervals as options as well? Thanks!
Reply Idea Tasks
44 upvotes
37 Replies
kabrahams
Member
June 19, 2020
But this is for sequences, I'm trying to accomplish this is the Workflow after a lead has been assigned.
JennPape on January 26, 2018
Customize the suggested follow up task due dates or add more options
I'd like to be able to schedule a follow up task for 3 or 6 months (and ideally have it land on the closest business day). Can you add these intervals as options as well? Thanks!
Reply Idea Tasks
44 upvotes
37 Replies
kabrahams
Member
June 19, 2020
But this is for sequences, I'm trying to accomplish this is the Workflow after a lead has been assigned.
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