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Using Smart Tasks

Copper Contributor
Posts: 61
Country: United States

Using Smart Tasks

Any suggestions on best way to use Smart Tasks manually for a sales campaign - a number of tasks involving a number of users? Any tutorials besides the five minute overview of ST?  Also, if one of my items is to send an email and I have the ability to save the email and the subject line, how come ACT! won't put the names in (if I have a lookup done)? I have to go back and find the names of people that appeared in the lookup versus run the smart tasks against the lookup I did? Thanks for any insights!

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Using Smart Tasks

Hello Anne18,
When setting up the email, click the Contact button at the end of the To: field, ans select "Record's Contact List". This should send the email to the contacts selected by the criteria you defined for the Smart Task.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.