Creating a follow up schedule?
Hi all,
I thought this one would be pretty easy to find but I have resorted to asking here again. I'd like to create an automated follow up schedule. Here is what I'd like ideally:
I add a lead, and there is a button I press specifically that says "Letter Sent", and from there it creates an open task with a due date 4 days later to follow up and make a phone call. I realize that this level of customization is probably not available in Zoho, but is there any way to manually create this event in Zoho and have it then create a custom task to be completed?
Thanks!