Scheduling Calls in CommandCenter / Blueprints
I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form:
These tasks go into the lead's record under Open Actions. But I would like to be able to do this action as an instant action:
Which doesn't seem possible in CommandCenter.
Topic Participants
Paul S
Ishwarya SG
Istvan Vigh
Juan
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