01-07-2020 11:55 AM
Can you have ACT launch an email when you input something in a field? Kind of if then
If I input talked the the call results field THEN launch the email template talked followup.
I think ACT does this but can't find it.
Thanks for your help!
Act! Pro Version 16.3.11.0, Hot Fix 1
Local
Win 7
01-07-2020 10:56 PM
If there are no mail merge fields use smart tasks
https://help.act.com/hc/en-us/articles/360024415553-How-do-I-create-and-manage-Smart-Tasks-in-Act-
else mail merge
https://help.act.com/hc/en-us/articles/360024249634-Act-Feature-Tour-Mail-Merge