LionDesk V2 CRM Ideas Portal

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Add a repeatable task list to clients. We would like to be able to create a group of tasks for example "onboarding client" that we can then add once a client decides to work with us. That way we make sure to cover all our bases through task reminders.

This could be worded as the ability to create a Template list of tasks that can be added to clients.

  • Melody Wigdahl
  • Mar 29 2022
  • Already exists
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