Daily notifications based on task due dates
None
We have a ton of CTAs with tasks and have automatic email notifications configured. However SMs do not get daily email notifications telling them what they have due each day/week.
We have used a project management tool called Asana and would like that functionality. Screenshot here - https://sprinklr.box.com/s/u8d7sl5zyjs5p7mzdklpx7skqa3q8cdz
We have used a project management tool called Asana and would like that functionality. Screenshot here - https://sprinklr.box.com/s/u8d7sl5zyjs5p7mzdklpx7skqa3q8cdz
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Send an outreach with this, so that the user gets to know the list of tasks opened (Use the field "Count of Id") to show how many tasks are open for that account.
Only problem here is, users gets a separate email for each account where there are atleast one task due.