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As a GP, I'd like the ability to create tasks with deadlines for a contact. e.g. I pitched an investor this morning with an intro deck. I'd set a note to follow-up with him when the full deck is complete.
1 reply
Hi Doug, based on your request, it seems like you would like to have the ability to create a one-time reminder for a specific prospect. Additionally, you may also be interested in configuring an Action within a Stage to give a reminder for all prospects within that Stage after a certain period of time. Thank you for your suggestion, it is a valuable addition and I will add it to the list.

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