Action Plans To Include Recurring Tasks | LionDesk V2 CRM Ideas Portal

Action Plans To Include Recurring Tasks (Not just marketing plans for texts and Emails)

Would love to be able to set reoccuring tasks/plans to call or custom email or text.....helps to remind us to do regular follow up. Now we have to input months of tasks to have reminders.

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Jun 13 2019
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Steven Lopez commented

20 Aug, 2020 04:53am

Hey Lions,
Recurring tasks are now available. Check out the link below:
https://liondeskv2.zendesk.com/hc/en-us/articles/360047117571-How-to-Create-Recurring-Tasks

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Guest commented

4 Jan, 2020 04:59pm

Without recurring tasks its too hard to remember with a full database who to follow up with. These are great reminders to make sure we stay in touch with those contacts

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