06-19-2008 10:05 AM
I am creating activity series for various aspects of our sales process. "Scheduled With" will be whoever the client is that we are scheduling the activity series for. "Scheduled For" depends on the specific task...some are scheduled for our Ops Mg., some for myself, some for the user scheduling the activity series (ie. Sales Rep). Everything looks good, EXCEPT that once the activity series is scheduled, the *activities* only show up the calendar and activity list of the CLIENT...not on anyone's calendar that is assigned as "Scheduled For".
Why is that? And can it be fixed? The alarms will pop up for the appropriate person, but when you go to their activity list and/or calendar, the tasks aren't listed.
New to ACT, so this might be an easy fix. I'm a former GoldMine user, which functioned a little differently.
06-20-2008 05:45 AM
06-26-2008 12:45 PM
Thanks Brad. Sorry for the delay...I've been out with a bad sinus infection for a few days.
Unfortunately, that was the only thing I could think of too...and it was already set correctly. If you think of anything else, let me know.