Assigning a date to more than one hotlist task
It would be ideal if a batch of hotlists tasks could be re-assigned with date, priority and user controls, so that workloads can be better managed, and managers with users with longer lists of hotlist tasks can better manage resources, quickly. Currently, it seems past due task can only be carried forward, but there is no way to take say, 1500 hotlist tasks, and put 40 per day, so that an employee can quickly manage future tasks scheduling with existing incompleted tasks
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Anonymous commented
This is a key feature our team needs asap. We came off Broker's Ally, a vastly inferior non-cloud based CRM program we used to use. I just went thru our old contacts which we'd put together in a list. It took me months to get thru the list and I set most of my callbacks about a month from the time I interacted with the record. Most of my callback dates have already come and passed. I need to go thru my newly scrubbed list of prospects, but in order to do this, it would be extremely helpful to be able to re-schedule my callbacks so I can start scheduling a reasonable number to get thru in the days ahead. I'm thinking 50 to 60 scheduled calls per day would be a good target. I was told today that I'd have to go thru each record individually. This is very discouraging. Please update your system with this functionality as soon as possible. When I was speaking to Ian today about it, he told me that he'd received at least a half dozen requests from other users.