We have setup a follow up sequence (I even tried this by setting up a campaign). when an email is sent to a prospect, the system will auto generate the task that the email has been sent based on how I have set it up. However, I also want to be able to complete that task without manual intervention. I thought if I ran a report I could select the tasks in the list and the drop down would allow me to select “complete a task” but that is not a feature.
Does anyone have any ideas?