Time-Based Action with Task "Recurring Activity" features
It would be beneficial if we could set the same type of parameters with Time-Based Action. (see screenshot)
For example, my team need to create monthly rosters on the first day of every month for certain Accounts.
Under automation in setup I would ideally like to trigger these certain type of accounts to:
For example, my team need to create monthly rosters on the first day of every month for certain Accounts.
Under automation in setup I would ideally like to trigger these certain type of accounts to:
- Have an automated task created on the first day of every month.
Having a Time-Based prevents our open activities from being over-populated with monthly tasks for the next year.
Do you have a solution for this?
Do you have a solution for this?