Recurring Tasks triggered by the stage of the deal.
It would be awesome if we could have a more streamlined task section. Be able to have like
A drip campaign for tasks. This would help automate to do lists. Example would be like to have a task to order paint x days after proposal is accepted or as soon as it reaches x stage in the deal/production process.
This request was merged into another request
Comments1
Jad Slim
Jul 17, 2025
Would love this. I want to create a followup task to reach out to customers