Insightly CRM Tutorial: Work Faster with Grouped Tasks & Events

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Education Proletarians John and Tony look at how to create your own TaskFactories using Activity Sets in Insightly.
  1. Insightly, an Unbounce company
  2. crm
  3. salesforce
  4. zoho
  5. artificial
  6. intelligence
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Комментарии
Автор

This is such an awesome feature! I (quite literally) spent a year working long nights with a coder from India to build a system that let me apply a series of tasks to specific gigs. I called them "promotional timelines". And here in insightly, this seemingly small feature is just hidden away and already beautifully integrated. Insightly is really awesome guys. Thanks so much!

JoelLaviolette
Автор

Why can't we make those tasks repeat?

PaulC-NE