Probably 80% of our activities is some sort of followup with a prospect to get more clarity on the scope of what they want, their timeline and budget. Often, we have to follow up with them over the course of several months before we close.

In this particular context, it would be such a big help for our productivity, if the newly suggested activity that pops up after putting the current one on "Done" is not a blank sheet but starts off with a duplicate of:

  • activity title
  • activity description

In terms of time, The time would be a set SHIFT into the future, preferably configurable either on company or on personal account level. This shift is typically two weeks for us, but might be different for other businesses.