Action Items, anyone?

(Michael Shirley) #1

My company is considering switching to Keap from infusionsoft, but I’m not sure we can do it without action items. The ability to create a next action note that remains visible on the deal at a glance and then have an appended “this is how that action item went” note to the prev. action item in the deal history before creating a new action item is a seriously helpful tool. Anyone else want this? And have you found a way around this?

So far it looks like tasks can be associated to people. But tasks at my company are mostly associated to deals. Anyone made this work for deals?

Thanks,
Mike