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Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant a few things to do ... into any particular deal. Thank you!
Good afternoon everyone, I Prefer working from emails and not directly from each deal als you need to go to each time ... upcomming tasks from the email screen.
Automated tasks at specific times of the year: How do one create automated tasks at specific times of the year to start ... trigger these yearly tasks. Any ideas?