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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 Super Contributor
Posts: 1,519
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 V. 22.0.205.0 Update 2
HP ENVY 17m, 16GB, & Office 365, 32bit, 500GB SSD.
ACT CRM Advisor
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.