Vanessa - CreamCollection Posts: 5
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 Posts: 137
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 ! 👋0