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Would like a New Opportunity to create an automatic activity as a reminder

Copper Contributor
Posts: 9
Country: United_Kingdom

Would like a New Opportunity to create an automatic activity as a reminder

When I create a new opportunity, I would like ACT to schedule an automatic activity as a reminder to do something with that opportunity - i.e. follow it up in a few days or so

 

I assume that Smart Tasks are the answer here but I'm not sure how to start this ball rolling.

 

Can anyone please point me to some help along these lines ?

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Would like a New Opportunity to create an automatic activity as a reminder

I don't think you can do that with Smart Tasks - doesn't look to be a "new opportunity" trigger unless I am missing it.

 

In any event - SmartTasks as they stand right now bring a whole host of their own issues to the playing field.

Bronze Contributor
Posts: 1,394
Country: USA

Re: Would like a New Opportunity to create an automatic activity as a reminder

Here's an idea that I'm using in opportunities.

 

I added a field called "next steps" that can not be blank.  The new opportunity then gives me an error if I don't fill in the next step field.  The next step can be a myriad of possibilitie, but at least I've set in motion a hard reminder to schedule the next activity.

 

It's not an automatically created activity, but it does keep me from missing the next step.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Would like a New Opportunity to create an automatic activity as a reminder

John -

 

I like it.  Sure, perhaps it is not as "pretty" as it might be, but given the constraints, it's smart.