08-03-2010 02:11 PM
Using "Premium 2009 (11.0) Version 220.127.116.117" with 3 users.
Is there a way to schedule an "Activity Series" to an Opportunity? I can't seem to do it, however logic tells me that this should be an obvious feature in ACT!
All help is appreciated.
08-03-2010 03:44 PM
08-04-2010 10:24 AM
08-04-2010 11:28 AM
Forwhat it's worth, there are various add-ons that are reasonably priced and very flexible that allow you to create custom events that can trigger on changes to or creation of opportunities...
A few places to look: