ACT! 2011 New Features - 'Smart Tasks' Automating Workflow

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Uploaded by on Aug 26, 2010

Will Ingleby of www.BluebirdCRM.co.uk presents some of the new features contained within ACT! 2011. Here, Will demonstrates how 'Smart Tasks' can be used to automate workflow by automating the scheduling of ACT! Activities and the distribution of emails based upon characteristics of either Contact records or Sales Opportunities.

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  • Great Will, thats the first real example I've seen. Thanks

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