Is there a way to automaticaly reach out to contacts that were not contacted for a while?
I'm new to Insightly. I'm trying to do something that seems quite trivial to me:
I have many contacts in our industry. I try to keep in touch with them every so often. Is there a way to automatically add a task for me to reach out to old contacts?
So it would run every day, and for each contact that hasn't been reached for a year (say), I will get a new task - "contact this person".
This seems like something that everyone that is using a CRM or doing business-development will like to have...