Recurring tasks everyone forgets
Renew the domain, reconcile the cash desk, update the price list — let the CRM remember for you.
The most expensive mistakes are forgotten little things: the domain expired, hosting was not paid, the price list was not updated before the season.
In “Recurring jobs” set a period — weekly, monthly or yearly. When the time comes, the job is highlighted and turns into a task with an assignee in one click. Overdue jobs stand out by colour.
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