04-18-2012 08:25 AM
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 ?
04-18-2012 02:59 PM
04-19-2012 05:22 AM
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.
04-20-2012 06:25 AM