Vital CRM
How do I script tasks and give reminders to specific employees?

As well as scheduling email/SMS marketing scripts to take care of your customer, marketing scripts can be used to assign tasks and set up reminders.

1. Select [Add Task] in the marketing script you created.


2. Task settings window will pop up. You can set the task's schedule, assign tasks to personnel and generate reminders.

[Marketing Script > Add Task > set task > Save]
https://faq.vitalyun.com/EN/CRM#4006
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