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Creating Activity series

Tuned Listener
Posts: 49
Country: United States

Creating Activity series

[ Edited ]

I have read and successfully created a template How to Create Activity Series in ACT!

however, I do not want to use anchor dates. I want to use a created date (close of escrow scheduled date), and do things prior to this date. Please help.

Message Edited by dlunceford on 05-11-2009 09:52 AM
Copper Super Contributor
Posts: 206
Country: USA

Re: Creating Activity series

When adding an activity to your template look at the option to schedule "before anchor date" this will allow you to set your closing date as the anchor and schedule tasks prior to that date.

Brad Marquardt
realtimeACT, Inc
Colorado, USA