Create follow-up task and set lead reminder date
Create follow-up task and set lead reminder date
Your reminder activities without scheduled tasks leave reps unclear on next steps and delay outreach. Create tasks and set lead follow-up dates so reps get context and act the same day.
Overview
When reps log reminder activities, follow-up steps should not be left to memory. This flow turns those activities into scheduled tasks and updates the lead follow-up date so reps have context and act the same day.