• Subject: Re: automated tasks in opportunity - or projects for that matter!
  • Author: Lon Orenstein
  • Date: 06 Feb 2008
  • References: 1 2
Check out our pinpoint Marketing tool -- it can create Action Plans that write real tasks into Outlook and BCM. It won't launch those from a field in BCM, however. The user would have to apply the plan manually but it would work for either tasks or BCM's project tasks. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com "Luther" <enowning@gmail.com> wrote in message news:bdbfc8cc-e479-42c6-9a84-6680ebb26bf1@y5g2000hsf.googlegroups.com... On Feb 5, 11:12 pm, "Mal James" <m...@offmarket.com.au> wrote:
> We are migrating our data off the clunky ACT! application and importing > into > BCM this week. I am a little concerned about how the tasks and automated > tasks we have setup in ACT! will behave if at all recognised in BCM. > > My next question then if my old tasks are doomed, then how does one setup > automated tasks in BCM for an opportunity. > > For example. A checkbox for the label "Customer has signed engagement > form" > when yes is clicked, a new set of tasks are then automatically displayed > with checkboxes and so on and so forth so that my team follows the right > order of sales process and I can then check their records to make sure > they > have kept within compliance for both legal and efficiency reasons. > > cheers
I don't know how you configured stuff like that in ACT, but the only way I know how to do those things in Outlook/BCM is to write a macro in VBA.
06 Feb 2008automated tasks in opportunity - or projects for that matter!.Mal James
06 Feb 2008\ Re: automated tasks in opportunity - or projects for that matter!.Luther
06 Feb 2008   |- Re: automated tasks in opportunity - or projects for that matter!.Lon Orenstein
07 Feb 2008   |  \ Re: automated tasks in opportunity - or projects for that matter!.Mal James
07 Feb 2008   |     \ Re: automated tasks in opportunity - or projects for that matter!.Lon Orenstein
07 Feb 2008   \ Re: automated tasks in opportunity - or projects for that matter!.Mal James
07 Feb 2008      \ Re: automated tasks in opportunity - or projects for that matter!.Lon Orenstein
Contact Us
All times are in (US) Eastern Daylight Time (GMT -4:00)