Our sales reps use tasks for follow-up when they don't win a sale. The task would be for follow-up on a set day following the appointment. If the customer is still not ready to buy on that date, they would move the date to a future date for follow-up again. This would keep all the notes from previous follow-ups together for easy reference and prevent them from having to create multiple tasks for continued follow-up.
Change date on tasks on mobile app