08-05-2011 12:50 PM
We recently bought ACT with the anticipation to heavily use Smart Task to automate a good portion of our business. However, we have been having difficultly getting the Smart Task to work. We have created templates to run manually on the contact/opportunity we select.
When we actually try to run the Smart Task the first task is assigned. However, once this task has been completed next task is not being automatically assigned. The next task is not showing in the Pending Smart Task Steps section.
What error have we made in either the setup or the execution of these Smart Task? Any help would be appreciated.