Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant
Mark Fulton Posts: 2
Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant a few things to do each week that happen every week on the same date/time but don't necessarily tie into any particular deal. Thank you!
Eric Kronvall Posts: 1edited November 2020 #2I have the same question!0
Inês Batata Admin Posts: 2,535edited July 2022 #3
Mark Fulton , @Eric Kronvall !
You absolutely can - Activities don't have to be linked to anything but a user who needs to execute them. So yes, you can create a activities and assign them to your assistant.
You can either create them manually or import them using a spreadsheet.
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