We want our deals to be repeated in 6 months so we can follow up with clients - should I add a column on deals page or how do you schedule follow up for this, so you automatically cycle through the sales process for reordering?


  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
    First Anniversary First Comment 5 Likes 5 Up Votes

    Hi Vanessa,

    What do you mean by repeated ?

    You want to add more actions on this specific deal in 6 months or another deal ?

    Because it's two different way to do it !

    Adding an activity on the same deal with a due task in 6 months or duplicating this deal with a due task in 6 months.

    I hope this explanation answers your question!

    Do not hesitate to come back to me if necessary.Have a great day ! 👋