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Customer experience | Sales, Customer Insights,...
Unanswered

Setting due date for activities part of sequence

Posted on by 2
Hello,
 
Thanks for looking at my request. We created sequences as part of our Sales and able to generate activities for our leads. But, we see that there is no way to set due date for these activities. We are using wait time, but we understand that this is to give gap between two consecutive activities.
 
For ex: We want our sales rep to make a phone call within 24 hours of lead creation and followed by email in next 2 days. 
 
When the activities are added to leads, the due date is set to same as activity created date. If we can't set due date OOB, I think the alternate is to use Power Automate flows. If so, are there any guidelines/suggestions in looping through the created activities (part of a sequence) and updating due date for selective activities as we may have activities with similar names.
 
Thank you for your time.

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