Hi there,
We are looking into the possibilities of creating task lists for our sales reps that are managed by the sales manager and assigned weekly. These would include assigning leads, follow ups, closing deal, etc. once assigned we want it to trigger email sequencing to the rep until required action is completed. Then at the end of each week send or have a report available the manager can access to track progress as well as have any incomplete tasks carryover to the following week as a priority on top of the new tasks being assigned for that week. Is this possible? Help and guidance would be greatly appreciated. 