Daily task list

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Jenna

• December 28, 2020 17:26

I would love Salesmate to have a daily task list without having a calendar day/time/appointment attached to each "event". For instance when someone says "follow up with me in three months" I'd like to be able to add a note to March 18 "follow up with jane doe" without having it on my calendar as an appointment. Please consider this! 

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  darb

  • January 19, 2021 07:46

  Hi Jenna, could you use different activity types to create a task list, so when someone says follow up in three months you create a task/phone for the '18th of March' ?

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  Domad

  • February 25, 2021 10:27

  I think Jana means on something like reminders for emails? Am I right?

  When you create a Task you should have the possibility to pick up the date to remind you to eg: call your client, and you should not have to go specifically into the Activities and create some new task. I think that will be a great addition. 

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  Roslyn

  • October 06, 2021 05:37

  I agree Jana, Why does every little item I have in my calendar show up as an activity and vice versa why would I want small tasks to then be in my calendar as opposed to just a task to complete

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