Dynamic list, reccuring tasks
Created:
2018-07-04
Last updated: 2019-12-02
Last updated: 2019-12-02
Post view count: 1348
To enable automatic notifications eg about clients' birthdays, first (on the client's list) you have to create dynamic list. To do that, select CRM > Clients > Advanced search. After searching save your results by clicking on Save filter. Later you will find it on the filters list, when you unfold the arrow next to Search.
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Next, in Settings > Automation > Reccuring tasks create a new task. In 'Kind' field select 'Launching the filter', then in 'Filter' select dynamic list you've created.
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Such tasks we can later assign to a user or a group.
Thanks to dynamic list in advanced search we can get a kind of notifications about changes in clients.
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Next, in Settings > Automation > Reccuring tasks create a new task. In 'Kind' field select 'Launching the filter', then in 'Filter' select dynamic list you've created.
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Such tasks we can later assign to a user or a group.
Thanks to dynamic list in advanced search we can get a kind of notifications about changes in clients.
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