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Business Processes - Reminders, Looking to create a business process where you will get a task or calendar reminder is someone's passport/VISA is due for renewal
Author: Hannah Lennon. We are looking to create a business process where the user can add their name and the date of their passport expiry and their VISA expiry. Ideally we want a task to be created 3 months before the expiry of their passport/VISA. I am wondering if there is a formula where we can use the date they have entered minus 3 months? Or is there any other way we can do this? Thanks :)
Modified: 11/13/2015
Call Lists using Business Processes or other means, I need help creating automatic call lists
... we are required to make at least 26 cold calls every single day. These leads come mostly from the yellow pages. So, let's just say, the night before I am inputting these "26" leads from the yellow pages into Bitrix, how can I use the "business processes" page to create a "CALL" activity automatically every time I add a new lead? Or, how can I add a "call this lead tomorrow" activity for a mass group of leads? I need to quickly and efficiently enter 26 leads,...
Modified: 05/22/2014
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