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1-Step Smart Task

Bronze Super Contributor
Posts: 1,662
Country: USA

1-Step Smart Task

[ Edited ]

I was asked by a client to help him create a Smart Task that has only one step.  


In this case, he wants to relate a contact to an opportunity but have pre-defined information in the Regarding and Details fields.


What I can't figure out is how to run the task then have it close and then show up in history.

John Purdy
ACT! Premium V. Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor