Saleslifecycle.com now supports recurring actions

by Andrew1. July 2013 10:22
Last night we pushed an update to support recurring actions, this is great news for tasks which happen on a regular frequency.  You can now specify the frequency (every week, monthly etc.) and the number of times it is to happen - by default the task will recur indefinitely. The plan template now supports this new feature as well.  This should simplify the plan creation process dramatically.  Unfortunately, changing the existing plan template will not automatically change your contact plans - I'm looking forward to solving that problem in a future update. So what does it look like? When you make a task recurring there is a new 'repeat' icon on the right hand side.  This is a quick visual cue that the task is going to be repeated upon completion.  Future occurrences are not shown and only the first instance is visible. What does the editing experience look like? When you edit any action you now see a new section under the time called 'frequency', by default it is set to 'only once'   The new frequency options are: Only Once Daily Weekly Every other week Every four weeks Monthly Every other month Every three months Every four months Twice a year Yearly Every other year So try it out today and let us know what you think. Cheers.

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