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Custom workflow process

New Member
Posts: 1
Country: USA

Custom workflow process

I'm sure this gets asked all the time.  OTHER THAN AN ACTIVITY SERIES, does anyone know of an add on or other solution to build a custom workflows into Act?  Ie---client servicing workflow, client on-board process, etc etc

Silver Contributor
Posts: 1,813
Country: USA

Re: Custom workflow process

Look at Sales Automation Manager (SAM) from Northwoods.

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Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider