(i know i can set a field timer in a sequence, but it’s not what i need because if i do so my sales rep cannot see his task schedule in advance)
I really would like to know if there’s a way, i’d prefer native but if necessary even using 3rd parties, to set a task due date based on a custom field date on a internal form submission.
Now my sales rep has to submit an internal form everytime he needs to set a follow up activity, in this form he selects the activity to do next (call, email, mail etc) for every activity there’s a custom date field assigned which is meant to be set on the date and time my sales rep wants to do the task he has assigned to himelf.
Is there a way to configure the DUE date of that task as the date he submitted in the internal form?
Another question: Is there a way to use the merge date field in a custom date field?