Skip to Main Content
Product Suggestions
Categories Automation
Created by Guest
Created on Jan 6, 2022

Set up a follow-up date from an activity.

Follow up is key to success. When logging call / activity notes, it would be great if you could set the follow date from that entry. This means you'd never loose past notes and each call is its own activity.

e.g. next to the 'POST' button, have a tick box for if you need to schedule a call, along with a date box to select when you want to - then change the post button to 'POST AND SCHEDULE'

  • Attach files
  • Guest
    Reply
    |
    Jan 24, 2022

    Is this not what a Recall is?

  • +29