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Simplest way to set a follow up reminder when logging a call or email?

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  • Simplest way to set a follow up reminder when logging a call or email?

    If we log a call or email, is there an easy way to setup a follow up reminder at that same time aside from finishing up logging the call/email, then going back out and scheduling a task to remind to follow up? We are using the self hosted version without any paid addons if that matters.

    Thanks in advance..

  • #2
    if you purchase Advanced Pack, you could easily automate this process using a workflow.
    Rabii
    Web Dev

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