> 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