can you make a repeatable list of tasks to apply to a contact

  • Thread starter the Real Estate Guy
  • Start date
T

the Real Estate Guy

I am a real estate agent. I would love to be able to make several repeatable
task lists where the tasks are the same and you back fill the dates. I have
not seen a way to make a template. Is this possible?
 
S

Sue Mosher [MVP-Outlook]

It's possible, but would require a certain amount of custom programming.
 
Top