Create follow up task for renewal reminders in Capsule CRM

Create follow-up tasks for renewal reminders in Capsule CRM when specific tasks are marked as completed. This ensures timely engagement with clients, improving retention and enhancing your workflow efficiency.

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Overview

Create follow-up tasks for renewal reminders in Capsule CRM when specific tasks are marked as completed. This ensures timely engagement with clients, improving retention and enhancing your workflow efficiency.

Create follow up task for renewal reminders in Capsule CRM