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Activities for Groups?

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New Member
Posts: 3
Country: USA

Activities for Groups?

I work at a real estate brokerage firm and am helping set up Act.

 

I have contacts that relate to each of our properties for sale, and a group with criteria set so it automatically puts any properties that become pending in this group. 

 

I am wondering if it is also possible to then have a some kind of rule set for the group where any new contacts that show up in that group automatically get a list of activity scheduled for it.

 

If not, is there an alternative method where i can create a schedule of activities that automatically apply to contacts with certain criteria. Something like, when a contacts 'status' field is changed to 'pending' schedule an activity to follow up with the client 3 days later.

 

Thanks in advanced

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Nickel Super Contributor
Posts: 481
Country: United_Kingdom

Re: Activities for Groups?

You could use an activity series that is triggered from the status field or use Smart Tasks

This is for Activity series

http://kb.act.com/app/answers/detail/a_id/26878

http://kb.act.com/app/answers/detail/a_id/13419

 

Smart Tasks

http://kb.act.com/app/answers/detail/a_id/26944

 

I hope this helps

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New Member
Posts: 3
Country: USA

Re: Activities for Groups?

Very helpful, I got it running how I wanted. Thank!