12-29-2015 04:37 PM
Can a Smart Task be used to automate this sequence:
1) Schedule a Meeting (for some date in the future)
2) Send out a reminder 2 weeks in advance of the reminder to the Contact.
3) Send out a dispatch 1 week in advance to who the meeting is "Scheduled For".
I believe I need to set the Meeting up as the anchor date, and then set up the reminder and dispatch IN ADVANCE of the anchor date. But I don't see how to set up Smart Tasks in advance of the anchor date.
12-30-2015 08:55 AM
I am no expert but ...... That sounds like a Activity Series. (Do not forget to backup the database regularly)
12-30-2015 08:55 AM
I am no expert but ...... That sounds like a Activity Series. (Do not forget to backup the database regularly)
12-30-2015 09:14 AM
Oh good grief... how did I not find this? Thanks so much!