Automatic task but with different dates!
I have done an automatization that consist on: when I mark a compay as a lost for a specific reason, I create a task. This task is in one year.
Now I will like to go a step further. When I mark the company as a lost, we would love that automatically appears to me the task, where I can decide the due to date. And not always in one year. But always the same task. Just that the task will appear automatically, and I decide the date.
Marcelo Silva_43 Posts: 275edited July 2020 #2
Você pode criar um campo que indique qual a frequencia de contatos você quer fazer
Exemplo, empresas tipo A quero falar a cada 90 dias, B a cada 60 dias
E cria uma automação para cada uma destas variáveis.
Perdido + empresa Tipo A = crie atividade para 90 dias
Perdido + empresa Tipo B = cria atividade para 60 dias0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,249edited July 2020 #3
Create a custom field for single choice options in the Deal, with options: 60 days, 90 days, etc.
For each choice, create an automation to create activities, based on the value of this custom field and the desired due date.
Before marking the deal as lost, update this custom field to indicate which time frame you prefer.0