Community
Showing results for 
Search instead for 
Do you mean 
Reply

Looked for this feature, but cannot find out if it has it

Accepted Solution Solved
New Member
Posts: 1
Country: United States
Accepted Solution

Looked for this feature, but cannot find out if it has it

I want to be able to create specific action plans, depending on what type of customer I have, with reminders for the task at the right time that will stay on my tasks list til it's completed.

Accepted Solutions
Solution
Accepted by topic author mollygirl
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Looked for this feature, but cannot find out if it has it

You can do this with activity series.  Follow the knowledge base article below to learn how to create an activity series.

 

How to Create Activity Series in ACT!

View solution in original post


All Replies
Solution
Accepted by topic author mollygirl
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Looked for this feature, but cannot find out if it has it

You can do this with activity series.  Follow the knowledge base article below to learn how to create an activity series.

 

How to Create Activity Series in ACT!