Some activities are periodically repeated. Examples include yearly contract renewals, quarterly customer nurture calls or monthly visits.
- To make an activity recurring, set the frequency field next to the due date to anything other than Do not repeat.
- When a recurring activity is completed, a new activity with the same settings is automatically created. The due date of this new activity is determined by the frequency field. For example, if a recurring activity for a customer visit is scheduled to take place every month, the new activity will have a due date one month from the day the previous activity was completed.
- When you no longer want an activity to recur, simply set its frequency to Do not repeat, before completing it.
This feature is only available in some TeamGram CRM plans. Check the pricing page to see if your plan supports recurring activities.
