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Status Under review
Created by Josh Cadieux
Created on Jun 22, 2022

Custom Templates for Tasks

We would love it if custom Task templates could be created so that we could have fillable information boxes and selectable menus. Ex. A custom return call task could have: name, address, phone number, email, comments, lead type selectable menu, type of call selectable menu. Then perhaps share select ability so that contact information can be exported to contact lists or quickbooks.