Action Plans

jordandpassmoreNew Member

I currently have an action plan set up that reminds a user to make a 10-day and 90-day followup phone call to their customer. What I would like is a way to have a certain form of questions that the user would have to fill out while talking to the customer before the task in the action plan can be completed. Is this a possibility? (Currently there are user defined fields in the customer's record, but those can't be set to mandatory because they can't be filled out until after 90 days.)

6/19/125:53 PM

Original Post

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