02-21-2019 11:37 AM
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
02-22-2019 01:27 AM