01-18-2010 08:21 AM - last edited on 01-18-2010 11:36 AM by dlunceford
Do you use ACT! frequently and wish there was an easy way to automate tasks in your database? Some examples I've heard are:
1. When a new Contact is created in the database with an ID/Status = Prospect, send a welcome email to the contact and schedule a follow up task one week after the welcome email is sent.
2. When a Contact’s state field is equal to Arizona, assign the contact record to a specific Record Manager.
3. When an Opportunity total value is greater than $1,000, automatically schedule a meeting with my sales manager to review and schedule a phone call with the customer.
4. When a birthday in my database is approaching, send a birthday email to the contact and schedule a follow up activity on my calendar to call the contact on their birthday.
I'm looking for 10 customers who can spend an hour on the phone/webex every 3 weeks to review the improvements we've made to features related to Workflow and ACT!. I'll ask participants to commit to attending these meetings January - May and be willing to sign a Non Disclosure Agreement (NDA).
If you're passionate about Workflow and ACT! let me know - I'd love to hear from you.
E-mail to: firstname.lastname@example.org if you are willing to participate.