02-12-2014 01:54 PM
I am currently using ACT! Premium 2012, which is hosted on a server. I am trying to create a smart task (to be manually ran). However, after the first step is cleared and completed, I do a time delay. After the time delay should be complete, it does not move the contact to to the next step nor does it show any pending tasks in the pending smart tasks box.
Example of smart task I am trying to run.
Step 1: Send Introduction letter
Step 2: Wait 7 days
Step 3: Introduction follow-up call
Step 4: Wait 14 days
Step 5: Send Email Tip 1 ( I have swiftpage e-marketing).
Step 6: ... so on...
Any ideas on what I am doing wrong? Your help would be greatly appreciate!