Changing Deal Activity Dates
Options
I would think we are alone in this, but when we have scheduled activities on a Deal it is possible for the deal owner to change the date. When that user fails to complete their activities that day, they can simply change the date to a future time which hides the fact they haven't carried out the activity on the scheduled day.
In addition there is no Changelog for date changes, so we cant tell its happened. Does anyone has a workaround that could help us please?
Tagged:
0
Best Answer
-
You can set up an automation to trigger an email to yourself whenever the due date of an activity is changed.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
1
