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Smart task to send a reminder in advance of a meeting?

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New Member
Posts: 4
Country: USA
Accepted Solution

Smart task to send a reminder in advance of a meeting?

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.


Accepted Solutions
Solution
Accepted by Elise (Moderator)
‎12-30-2015 09:17 AM
Nickel Super Contributor
Posts: 341
Country: USA

Re: Smart task to send a reminder in advance of a meeting?

I am no expert but  ......  That sounds like a Activity Series.  (Do not forget to backup the database regularly)

 

activityseries.png

Juan Carlos Otero
juancarlostero@icloud.com

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Solution
Accepted by Elise (Moderator)
‎12-30-2015 09:17 AM
Nickel Super Contributor
Posts: 341
Country: USA

Re: Smart task to send a reminder in advance of a meeting?

I am no expert but  ......  That sounds like a Activity Series.  (Do not forget to backup the database regularly)

 

activityseries.png

Juan Carlos Otero
juancarlostero@icloud.com
New Member
Posts: 4
Country: USA

Re: Smart task to send a reminder in advance of a meeting?

Oh good grief... how did I not find this?  Thanks so much!