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Workflow Question

Dov
New Member
Posts: 10
Country: United States

Workflow Question

We're using ACT v 10 to track our responses to RFPs and RFIs.  In that vein, we would like to create a workflow that goes beyond simply creating an activity series.  Is there any way to create (or incorporate) a workflow with IF/THEN logic (if this occurs then create this activity/phone-call/todo) or branching?  Is there a way to have a specific activity executed when something occurs?  I don't think this functionality is available yet in ACT but is it available in an ACT add-on?

 

Thanks for any response-

 

Dov

Nickel Contributor
Posts: 220
Country: USA

Re: Workflow Question

Im not sure if it will meet your needs exactly but have a look at SAM at www.crmaddons.com

 

 

Matt Pulsts
Your Intown Handyman
Atlanta, GA
Dov
New Member
Posts: 10
Country: United States

Re: Workflow Question

Thanks for such a quick response - I'm taking a look immediately and let you know if it works for us.

 

Dov