Is there a way to automatically roll-over undone activities to the following day?

Ivar

Hi!

In other CRM-systems that I have worked in there was a automatic "roll-over/postpone"-function.

For example, I have a scheduled call to a customer. I call them up but they don't answer. I'd like that task/activity to automatically just roll over to the next day if it's not done by the end of the day.

Sometimes I have 30 calls to make on Monday, but only have time to call 25. I'd like those 5 uncompleted tasks to just automatically roll over to the next day. Is this possible? Right now I've just been moving them over but that is a tedious task...

Amit Sarda (AmitSarda.xyz)

You can do this using Make/Integromat.

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

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Ivar

https://community.pipedrive.com/discussion/comment/35508#Comment_35508

Hello Amit,

Thank you for your reply, this might be what I am looking for! I'm going to try and play around with it and if it doesn't work I will try and contact you if that is OK?

Ivar

https://community.pipedrive.com/discussion/comment/35508#Comment_35508

Hello Amit,

Thank you for your reply, this might be what I am looking for! I'm going to try and play around with it and if it doesn't work I will try and contact you if that is OK?