Hi,
I would like to use a project as a sales pipeline:
Project name (sequential) --> paused as I will duplicate it for each prospect
-Identification of needs
-Draft
-Proposal
-Follow up
-Close deal
However I would like to setup a template with due dates: After completing “Proposal”, have a due date for “Follow up” 1 weeks after.
I don’t find a way to setup this as I would like a template: I can only setup a fixed date.
Is there a way to create a template with relative date, like “1 week after last action”?
Thanks !