05-09-2009 12:58 PM - last edited on 05-11-2009 06:52 AM by dlunceford
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.
05-10-2009 06:20 AM
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.