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Daniel Steyn
Fractional Sales Leader
Asked a question last month

Automated tasks at specific times of the year: How do one create automated tasks at specific times of the year to start seasonal sales activities. We have seasonal sales of specific products. For example, in springtime, I want to have automated tasks for every account manager to contact all their accounts about specific products or services, and in the fall, I want them to get an automated task to again contact their accounts about another series of products. There is a long list of products that each need a specific task at a specific part of the year. This should happen every year. Right now I don't see any trigger that can be based on a specif time/date that one can use in conjunction with other variables to trigger these yearly tasks. Any ideas?

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