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Asked a question 2 years ago

How can I unified every activity or task in by each deal?

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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.

Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!

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?

How can I export all the task individually per lead in order?

Hello Everyone, I was wondering if someone could help me. Every time I create an activity for a client, it shows up at ... am I doing wrong or how can i fix this?

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Asked a question 2 years ago

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