Activity Series

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

How do I schedule a series of activities once a contract is signed? In ACT
it is called Activity Series & in GoldMine it is called Automated Process. I
want to be able to set a series of about 100 tasks/calls that are assigned to
certain users due by a certain date prior to a specified date. Is that
possible in BCM?
 
Brian,

In a word...no. BCM is a MS product we are talking about here and they do
not have a history of leading edge innovation. If you want an Outlook
centric option that is capable of such an automated workflow check out:
www.avidian.com

Best regards,

-THP
 
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