Question
I do the same tasks regularly in Sell, is there a way to create a drop-down menu for tasks rather than creating them manually each time?
Answer
No, there is no ability to create drop-down menus of tasks natively in Sell. However, if you are on an Enterprise or Elite subscription you can set up rules to create tasks automatically.
For more information on tasks in Sell, see the article: Creating and managing tasks for leads, contacts, and deals.
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