10-24-2010 07:55 AM
10-24-2010 11:30 AM
An addon is required for this feature. ACT is beginning to include seme workflow (called smarttasks) in the 2011 (v13) version of ACT. In earlier versions, an add in is required.
10-25-2010 08:08 AM
Welcome to the Act! Online Community!
While Act 2010 (V12) doesn't have the Smart Tasks option, you may find the option for 'Activity Series' helpful in scheduling tasks. An Activity Series is a set of steps to schedule activities (calls/meetings/to-do etc.) at predefined intervals. Here is an article that explains how to setup an Activity Series: KB Article 13419
10-30-2010 02:04 PM
For what you are looking for I would look at SAM www.crmaddons.com as this can then be dependant on previous activites being completed.