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Recurring task to several companies, recurring task set up for several companies.
I would like to get a report to see whom of our clients have signed the yearly contract. ( in the free or plus version). Is it possible to create a recurring task for several companies/ contacts at the same time?
Hi Laura,

You can add recurring tasks (use repeat option) and select several CRM items inside task creation form. Note - you need to add task form the CRM - e.g. contact or company

Best,

Yana.
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