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Sales Task Repeat

Sales Task Repeat is used to manage the repeat intervals for sales tasks, such as daily, weekly, or custom intervals. This feature allows you to add, update, and delete sales task repeat records, supporting automated scheduling and reminders for sales activities.

How to Add a Sales Task Repeat​

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Task Repeat button to open the window.
  2. Click the Insert button to add a new sales task repeat. A new entry window will appear.
  3. Enter the following data:
    • Code: Unique code for the sales task repeat.
    • Name: Name or description of the repeat interval.
    • Days: Number of days for the repeat interval.
  4. Click Save to store the new sales task repeat, or Close to cancel.

How to Update a Sales Task Repeat​

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Task Repeat button.
  2. Select the sales task repeat you want to update, right-click, and choose the Update button.
  3. Enter the new data as needed.
  4. Click Save to apply the changes, or Close to cancel.

How to Delete a Sales Task Repeat​

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Task Repeat button.
  2. Select the sales task repeat you want to delete, right-click, and choose the Delete button.
  3. A confirmation dialog will appear.
  4. Click Yes to confirm deletion, or No to cancel.

Managing sales task repeat intervals helps your organization automate and optimize recurring sales activities.