@REW.Michael @SharonClark had a great suggestion the other day. She was saying that it would be great to add a “repeat annually” checkbox similar to what we just added to campaigns to “reminders” as well.
I know that reminders are on the table for review soon, so this is great timing.
So the idea is, instead of a campaign (that automatically sends an email) she would want a “reminder” to say “call client about a warranty, or on home anniversary” - so not an automated task, but a reminder task.
Does that make sense?
Sharon, did I capture this right?
I think it’s a great idea!
That is a great idea! While you’re at it, why not have repeat every X# of days, monthly, and annually options?
Seriously though, happy to look at it. See what’s what.
We would REALLY appreciate this function! It was one of the most used functions in our old CRM and I desperately miss it. We use the anniversary date “reminder” as a touch point for every one of our clients. Would love to have this added!
Hey! Did this ever get implemented? I have an agent asking me about it.
Have to check with @Rebecca - FYI, you can do this as an action plan too I think (a cheat) just have an “annual reminders” action plan, and set it up with custom dates.
I think that should work. It would show in your action bar (wouldn’t email or text you though since that would get VERY annoying with thousands of leads.