I’m looking to automate some onboarding when a deal is marked as won.
I want to schedule 12 activities, once a week on Wednesday at 11 AM for 12 weeks. I also might want to add the option to start the 12 activities from a different date, as well as have a drop-down to choose a Tuesday/Wednesday/Thursday.
This could also be done using a popup modal with the 12 activities queued up on the screen with the ability to tweak them individually and then submit them to schedule all of them.
Please PM me!