I want to create engagement plans for our foundations.
We need to be able to have specific dates entered so that we know when to reach out for funding deadlines etc.
I started to create a plan but didn't see where to add dates.
It only has prompts for "Days after" etc.
I will be entering all of our foundations and hope to create a way that reminders for tasks can be sent on the specific dates we need.
Can anyone point me in a direction that makes sense?
1 个回答
Unfortunatly, I don't think this is coming anytime soon. This issue was merged with another and then marked never
https://ideas.salesforce.com/s/idea/a0B8W00000GdkaEUAR/allow-engagement-plans-to-schedule-tasks-based-on-engagement-plan-end-date
