04-24-2009 07:25 AM
My end-state STAGE is "Booked". When the sale is a software license and the stage is moved to "Booked", I want to automatically create a new Opportunity for the software license renewal one year in the future. Do I need the software developer's toolkit to accomplish this?
04-27-2009 06:56 AM
Yes, this is not a feature within ACT!
Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/
04-28-2009 03:14 PM
Is there a way to create an activity automatically when closing an opportunity?
For example - closing a lead as "WON" generates a follow up activity for the user 3 days later.