Create task with due date from Close email for timely follow up
Create task with due date from Close email for timely follow up
Create tasks in Close based on new emails to ensure timely follow-up on fee options. Filter relevant emails and set due dates for better organization and accountability in your workflow.
Zap details:
Overview
Create tasks in Close based on new emails to ensure timely follow-up on fee options. Filter relevant emails and set due dates for better organization and accountability in your workflow.