
We often hear requests for ACT! to do things 'automatically' for users and we're trying to figure out what things YOU need ACT! to do automatically. Some of the ideas we've heard frequently are below. I'd love to hear your thoughts on these and any additional ones you have:
1. Automatically assign a contact to a record manager based on specified criteria (state or city value, for example)
2. Automatically send a birthday email to a contact with an upcoming birthday
3. Automatically send an email to a specified ACT! user if an Opportunity amount exceeds a specific value and then schedule a follow up for the record manager to meet with the contacts associated to the opportunity
4. For any contacts that don't have any histories for the last 30 days or activities scheduled for the next 30 days, send an email to the contact and schedule a task for the record manager to follow up with the contact
5. Automatically create a company from a contact record if a contact's company name doesn't match any existing company names
I'd love to hear your thoughts on these automated tasks or any others that you have!
With 5, might need some fuzzy inteligence to check for a differently spelled Company. Also, to auto attach a contact to a company if it does exist.
Also:
1. Alarms when an Opportunity gets within x-days of it's Estimated Close date
2. Automatically create an Opportunity based on fields when a contact is added (like an Activity series)
And I would add:
1) Automatically trigger an activity or an activity series when a specific email is sent. (e.g. email a quote and automatically schedule a follow up call, or email a form for return and automatically schedule follow-ups after 7 and 14 days.
2) Get ACT to automatically clear the scheduled activity when the completed document is returned, based on email address and ref no in the subject line (probably needs another Outlook button as I can't see ho this could be fully automatic).
3) Automatically schedule an activity when an Opportunity stage is changed.
4) Work-flow activities. Automatically schedule the next activity in a series when the previous activity is cleared as completed.
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