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Staying in touch calls

New Member
Posts: 2
Country: USA

Staying in touch calls

I have a small sign business.  I would like to put into ACT the date I made a customer a sign and then call the customer back in 6 months.  What is the best way to do this?

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Staying in touch calls

Depending on the version of ACT! ... you cpuld create a date field that you enter a date when they sign, then use Smart Tasks to generate an activity

Because of some limitations, make the field an Annual field and set the Reminder to be "within next" 182 days ... and only run once for each record.
New Member
Posts: 2
Country: USA

Re: Staying in touch calls

Thanks for your help!