Community
Showing results for 
Search instead for 
Do you mean 
Reply

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. 22.1.212.0 Update 4
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor