How to Create a Recurring Task in REsimpli
Step 1: Open a Lead
Select the lead you want to create a recurring task for.
Step 2: Open Tasks and Appointments
Go to the Tasks and Appointments tab and click Add Task.
Step 3: Configure the Task
Enter the task details, including:
Task Type
Assigned User
Date and Time
Time Zone
Step 4: Set Notification Preferences
Choose how the assigned user should be notified:
SMS
Email
Both SMS and Email
Step 5: Enable Recurring Tasks
Turn on the option to make the task repeat.
Step 6: Choose the Recurring Schedule
Select how often the task should repeat, such as:
Daily
Weekly
Monthly
Then choose how long the recurring task should continue.
Step 7: Create the Task
Click Create Task to save the recurring task schedule.