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Activity Reminders
Activity Reminders
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Workflow Automation: Activity Dates

Hi,

  1. The Ability to use dates from the deal like "Expected Closing Date" in the Activity.
    1. Use Case: Reminder 2 weeks prior Expected Closing Date to update the date or leave it if still relevant.
  2. Relative Dates like in '2' Weeks on 'Monday'

Creating a set of activities all at once for a single DEAL (follow-up cadence)

We follow up on deals at predetermined times - e.g., 1, 3, 5, 7 days.

I don't see an option other than adding a single activity at a time.

How do others deal with scheduling several follow ups on a deal all at once, with the same sequence? 

(I'm thinking we'd prefer "attaching" the follow up sequence to a deal over a person because we often have potential clients or clients with several potential deals at once - so ideally, the reminder would be to follow up on x DEAL with that person and not have to go through the extra step of figuring out which deal is current)

Thank you.

Can you migrate / import a set of activities to a single DEAL all at once (as in reminders to follow up in 1, 3, 5, 7 days)

We often do a certain # of follow ups when someone inquires about our services.

Would these migrate / import for whatever dates we have set for the future?

If importing via spreadsheet, would I need the Deal ID, and then Activity 1, Activity 2, Activity 3, etc. columns?

Thank you.

Travis Roberts
Client Success Director

ACTIVITY REMINDER - ALARM EXTENSION

 Looking for a plug-in or extension for chrome that will read the "activities" set for specific times and create a pop-up window alarm with a hot link to the contact....anyone else tried to build or found something like this yet?