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Question on Activity Series- Fairly new to ACT!

New Member
Posts: 10
Country: USA

Question on Activity Series- Fairly new to ACT!

 

Using "Premium 2009 (11.0) Version 11.0.0.367" 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.

 

 

Silver Contributor
Posts: 1,813
Country: USA

Re: Question on Activity Series- Fairly new to ACT!

activity series are a series of tasks (activities).  No connection to opportunities in this version.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 10
Country: USA

Re: Question on Activity Series- Fairly new to ACT!

I got it now. Thanks.

I was thinking about the "follow up" button in the Opportunity window. I somehow thought that that links the activity directly to the opportunity.
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Question on Activity Series- Fairly new to ACT!

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:

  • Durkin Computing
  • TopLine Results
  • ADS Programming
  • <likely others too>
New Member
Posts: 10
Country: USA

Re: Question on Activity Series- Fairly new to ACT!

Thanks