How can I create a to-do action for a later day (e.g. reach out to person x on y date)? Thx
Community Member
2 replies
Here's a video showing how to create a to-do action for any particular person in a pipeline. Note: This UI will change slightly in the near future, but the idea will remain the same.
https://www.loom.com/share/ce0ee8318bf74756a8ffb5770cf35a09
https://www.loom.com/share/ce0ee8318bf74756a8ffb5770cf35a09
Community Member
Thx Travis
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