I have created a macro that creates a new follow-up next week when a specific follow-up activity is completed. Nice.
In our Social selling approach, I want to create follow-ups automatically next week, but only three weeks in a row. Every time the follow-up is completed, another one is built in 7 days. But after three weeks, we want to stop making follow-ups for this customer.
So my question is:
In the pop-up that shows that we create a new follow-up, can I add a yes or no so that the user can decide not to make the new one?
Here is the setup I created.
I hope this was clear and looking forward to some suggestions here.