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Set Follow Up Call or Task at Company Level

At the moment you can add an activity to company level / contact level. But you can only set follow-ups against a contact. It would be great if you could set up follow-up against a company. Or even better, be able to write your activities against ...
Guest almost 3 years ago in Automation 1 Planned

Bulk reallocation of Tasks

We would like to be able to re-allocate tasks in bulk to a number of different users. If for example, one of our staff is absent and has 60 due Tasks, we would like to be able to reallocate those to say, 3 other members of the team. There is no bu...
Guest about 2 years ago in Automation 3 Planned