I like to have a minimum frequency where I connect with my leads (to keep them warm). Is there an easy way to do this?
I'm currently trialing a few different systems to move my spreadsheet onto and what I do in the spreadsheet is when I'm done with a task, I select a frequency from a drop down (e.g. "1 Day", or "1 Month") and it automatically sets up my next reminder to connect in that amount of time. Is there an easy way to do this? I've tried automation but it's still quite cumbersome. And I could create a new activity but those are a lot of steps (including me manually figuring out the date).
Any help/suggestions would be much appreciated!